Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,708 | $77,920+117.8% | $149,723+13.3% | $75,177+125.7% |
| Participation rate | 63.3% | 65.6%-2.3pp | 78.8%-15.5pp | 67.2%-3.9pp |
| Annual return | -7.09% | 31.72%-38.8pp | 134.50%-141.6pp | 160.75%-167.8pp |
| Employer contribution / active EE | $4,222 | $3,138+34.5% | $4,821-12.4% | $2,671+58.0% |
| Participant deferral / active EE | $4,340 | $3,411+27.2% | $5,682-23.6% | $4,126+5.2% |
| Admin fee / account holder | $39,641 | $5,951+566.2% | $13,215+200.0% | $5,651+601.5% |