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 | $238,758 | $150,447+58.7% | $136,298+75.2% | $147,586+61.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 7.23% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.4pp |
| Employer contribution / active EE | $5,940 | $5,256+13.0% | $4,696+26.5% | $4,876+21.8% |
| Participant deferral / active EE | $19,238 | $6,631+190.1% | $6,247+207.9% | $5,439+253.7% |
| Admin fee / account holder | $116,945 | $10,906+972.3% | $9,244+1165.1% | $10,886+974.3% |