Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $166,266 | $84,708+96.3% | $75,714+119.6% | $167,536-0.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 8.53% | 199.62%-191.1pp | 104.62%-96.1pp | 478.82%-470.3pp |
| Employer contribution / active EE | $2,040 | $3,231-36.9% | $2,744-25.6% | $4,839-57.8% |
| Participant deferral / active EE | $2,550 | $4,577-44.3% | $3,820-33.3% | $6,342-59.8% |
| Admin fee / account holder | $45,357 | $5,358+746.5% | $3,619+1153.4% | $12,315+268.3% |