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 | $172,600 | $125,778+37.2% | $114,563+50.7% | $154,746+11.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.9%-17.3pp | 80.7%-25.1pp |
| Annual return | 7.06% | 295.14%-288.1pp | 241.09%-234.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,995 | $2,806-28.9% | $2,592-23.0% | $4,379-54.4% |
| Participant deferral / active EE | $8,493 | $4,445+91.1% | $4,142+105.0% | $6,730+26.2% |
| Admin fee / account holder | $146,032 | $8,190+1683.0% | $7,623+1815.6% | $14,365+916.6% |