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 | $147,893 | $101,618+45.5% | $93,063+58.9% | $137,256+7.7% |
| Participation rate | 5.0% | 74.9%-69.9pp | 72.1%-67.1pp | 80.0%-75.0pp |
| Annual return | 8.18% | 223.95%-215.8pp | 34.15%-26.0pp | 220.34%-212.2pp |
| Employer contribution / active EE | $4,799 | $2,707+77.3% | $2,476+93.8% | $4,156+15.5% |
| Participant deferral / active EE | $4,162 | $4,279-2.7% | $3,958+5.2% | $6,407-35.0% |
| Admin fee / account holder | $48,262 | $6,198+678.6% | $6,033+699.9% | $12,270+293.3% |