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 | $154,324 | $51,638+198.9% | $129,406+19.3% | $80,959+90.6% |
| Participation rate | 19.6% | 56.9%-37.4pp | 69.6%-50.1pp | 67.7%-48.1pp |
| Annual return | 10.31% | 20.78%-10.5pp | 9468.18%-9457.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $797 | $1,584-49.7% | $4,155-80.8% | $2,757-71.1% |
| Participant deferral / active EE | $2,040 | $2,670-23.6% | $4,167-51.1% | $4,300-52.6% |
| Admin fee / account holder | $18,205 | $4,313+322.1% | $7,689+136.8% | $6,925+162.9% |