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 | $99,995+61.2% | $85,063+89.5% | $145,978+10.4% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.0pp | 80.3%-41.8pp |
| Annual return | 7.78% | 83.99%-76.2pp | 66.54%-58.8pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,514 | $3,231-53.1% | $2,727-44.5% | $4,662-67.5% |
| Participant deferral / active EE | $4,264 | $5,295-19.5% | $4,523-5.7% | $6,690-36.3% |
| Admin fee / account holder | $21,986 | $7,255+203.1% | $6,155+257.2% | $13,400+64.1% |