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 | $219,448 | $88,702+147.4% | $81,780+168.3% | $145,978+50.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 8.28% | 1029.12%-1020.8pp | 776.27%-768.0pp | 550.52%-542.2pp |
| Employer contribution / active EE | $856 | $3,084-72.2% | $2,914-70.6% | $4,662-81.6% |
| Participant deferral / active EE | $2,928 | $4,645-37.0% | $4,321-32.2% | $6,690-56.2% |
| Admin fee / account holder | $3,043 | $8,414-63.8% | $7,384-58.8% | $13,400-77.3% |