Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $167,767 | $49,896+236.2% | $80,627+108.1% | $75,173+123.2% |
| Participation rate | 57.1% | 55.3%+1.8pp | 67.0%-9.9pp | 67.2%-10.1pp |
| Annual return | 13.39% | 34.67%-21.3pp | 936.76%-923.4pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,048 | $2,992+102.1% | $4,443+36.1% | $4,126+46.6% |
| Admin fee / account holder | $7,502 | $3,578+109.7% | $5,381+39.4% | $5,651+32.8% |