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 | $142,130 | $57,312+148.0% | $86,617+64.1% | $75,181+89.1% |
| Participation rate | 22.9% | 63.2%-40.3pp | 71.7%-48.8pp | 67.2%-44.3pp |
| Annual return | 10.33% | 2672.78%-2662.5pp | 591.91%-581.6pp | 160.69%-150.4pp |
| Employer contribution / active EE | $1,166 | $2,315-49.6% | $3,023-61.4% | $2,671-56.3% |
| Participant deferral / active EE | $3,163 | $3,319-4.7% | $4,437-28.7% | $4,126-23.3% |
| Admin fee / account holder | $21,066 | $4,114+412.0% | $5,613+275.3% | $5,650+272.9% |