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 | $151,979 | $109,872+38.3% | $98,483+54.3% | $167,536-9.3% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 9.09% | 1959.31%-1950.2pp | 1494.38%-1485.3pp | 478.82%-469.7pp |
| Employer contribution / active EE | $968 | $3,225-70.0% | $2,961-67.3% | $4,839-80.0% |
| Participant deferral / active EE | $1,183 | $4,673-74.7% | $4,276-72.3% | $6,342-81.4% |
| Admin fee / account holder | $26,278 | $6,757+288.9% | $5,953+341.4% | $12,315+113.4% |