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 | $161,200 | $100,139+61.0% | $85,187+89.2% | $145,884+10.5% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.1pp | 80.3%-41.8pp |
| Annual return | 7.78% | 84.15%-76.4pp | 66.67%-58.9pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,514 | $3,238-53.2% | $2,732-44.6% | $4,662-67.5% |
| Participant deferral / active EE | $4,264 | $5,296-19.5% | $4,525-5.8% | $6,690-36.3% |
| Admin fee / account holder | $21,986 | $7,262+202.7% | $6,162+256.8% | $13,392+64.2% |