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 | $167,800 | $110,379+52.0% | $102,412+63.8% | $145,884+15.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 8.17% | 24.84%-16.7pp | 24.94%-16.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $957 | $4,216-77.3% | $3,870-75.3% | $4,662-79.5% |
| Participant deferral / active EE | $5,031 | $5,622-10.5% | $5,060-0.6% | $6,690-24.8% |
| Admin fee / account holder | $42,626 | $9,745+337.4% | $8,388+408.2% | $13,392+218.3% |