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 | $139,637 | $30,421+359.0% | $56,077+149.0% | $74,429+87.6% |
| Participation rate | 21.0% | 32.9%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 10.49% | 24.94%-14.4pp | 1709.28%-1698.8pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $724 | $610+18.7% | $1,040-30.4% | $2,625-72.4% |
| Participant deferral / active EE | $1,405 | $1,175+19.6% | $1,954-28.1% | $4,348-67.7% |
| Admin fee / account holder | $23,474 | $2,363+893.2% | $2,825+731.0% | $1,944+1107.3% |