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 | $143,151 | $88,815+61.2% | $81,882+74.8% | $145,897-1.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 8.83% | 1033.75%-1024.9pp | 779.47%-770.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $774 | $4,647-83.3% | $4,323-82.1% | $6,689-88.4% |
| Admin fee / account holder | $6,205 | $8,434-26.4% | $7,360-15.7% | $13,390-53.7% |