Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $160,657 | $29,733+440.3% | $56,025+186.8% | $80,959+98.4% |
| Participation rate | 13.7% | 41.7%-28.0pp | 52.5%-38.8pp | 67.7%-53.9pp |
| Annual return | 9.46% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $158 | $672-76.4% | $1,042-84.8% | $2,757-94.3% |
| Participant deferral / active EE | $832 | $1,229-32.3% | $1,955-57.4% | $4,300-80.7% |
| Admin fee / account holder | $2,885 | $2,434+18.6% | $2,828+2.0% | $6,925-58.3% |