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 | $162,280 | $88,778+82.8% | $81,844+98.3% | $145,884+11.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.42% | 1033.03%-1025.6pp | 778.87%-771.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $9,502 | $3,087+207.8% | $2,916+225.8% | $4,662+103.8% |
| Participant deferral / active EE | $7,487 | $4,648+61.1% | $4,323+73.2% | $6,690+11.9% |
| Admin fee / account holder | $1,669 | $8,430-80.2% | $7,355-77.3% | $13,392-87.5% |