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 | $121,591 | $150,447-19.2% | $136,298-10.8% | $147,586-17.6% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 6.80% | 1049.15%-1042.4pp | 5156.27%-5149.5pp | 578.59%-571.8pp |
| Employer contribution / active EE | $3,037 | $5,256-42.2% | $4,696-35.3% | $4,876-37.7% |
| Participant deferral / active EE | $6,382 | $6,631-3.7% | $6,247+2.2% | $5,439+17.3% |
| Admin fee / account holder | $29,530 | $10,906+170.8% | $9,244+219.5% | $10,886+171.3% |