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 | $165,113 | $102,422+61.2% | $147,117+12.2% | $80,959+103.9% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 7.41% | 135.16%-127.7pp | 420.54%-413.1pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,546 | $6,652-31.7% | $8,065-43.6% | $4,300+5.7% |
| Admin fee / account holder | $43,097 | $7,953+441.9% | $12,993+231.7% | $6,925+522.3% |