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 | $102,429+61.2% | $147,096+12.2% | $80,925+104.0% |
| Participation rate | 61.4% | 75.9%-14.5pp | 82.2%-20.8pp | 67.7%-6.3pp |
| Annual return | 7.41% | 135.02%-127.6pp | 419.75%-412.3pp | 35.65%-28.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,546 | $6,649-31.6% | $8,071-43.7% | $4,299+5.7% |
| Admin fee / account holder | $43,097 | $7,957+441.6% | $13,005+231.4% | $6,940+521.0% |