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 | $185,705 | $88,778+109.2% | $81,844+126.9% | $145,884+27.3% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 9.03% | 1033.03%-1024.0pp | 778.87%-769.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $804 | $3,087-73.9% | $2,916-72.4% | $4,662-82.7% |
| Participant deferral / active EE | $5,014 | $4,648+7.9% | $4,323+16.0% | $6,690-25.1% |
| Admin fee / account holder | $306 | $8,430-96.4% | $7,355-95.8% | $13,392-97.7% |