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 | $169,562 | $88,778+91.0% | $81,844+107.2% | $145,884+16.2% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.0pp | 80.3%-22.0pp |
| Annual return | 9.23% | 1033.03%-1023.8pp | 778.87%-769.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $886 | $3,087-71.3% | $2,916-69.6% | $4,662-81.0% |
| Participant deferral / active EE | $6,583 | $4,648+41.6% | $4,323+52.3% | $6,690-1.6% |
| Admin fee / account holder | $3,932 | $8,430-53.4% | $7,355-46.5% | $13,392-70.6% |