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 | $119,519 | $65,434+82.7% | $98,483+21.4% | $85,847+39.2% |
| Participation rate | 44.7% | 65.0%-20.3pp | 73.3%-28.7pp | 69.3%-24.6pp |
| Annual return | 8.56% | 21.75%-13.2pp | 1494.38%-1485.8pp | 318.61%-310.0pp |
| Employer contribution / active EE | $2,121 | $2,169-2.2% | $2,961-28.4% | $2,565-17.3% |
| Participant deferral / active EE | $4,199 | $3,168+32.6% | $4,276-1.8% | $3,952+6.2% |
| Admin fee / account holder | $29,842 | $4,595+549.4% | $5,953+401.3% | $6,261+376.7% |