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 | $121,466 | $54,717+122.0% | $86,216+40.9% | $71,511+69.9% |
| Participation rate | 20.4% | 60.1%-39.7pp | 69.0%-48.6pp | 67.9%-47.6pp |
| Annual return | 7.89% | 20.07%-12.2pp | 1169.42%-1161.5pp | 28.86%-21.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,511 | $3,110-51.4% | $3,986-62.1% | $4,291-64.8% |
| Admin fee / account holder | $4,979 | $1,922+159.0% | $6,853-27.3% | $1,588+213.5% |