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 | $166,431 | $68,394+143.3% | $94,672+75.8% | $75,177+121.4% |
| Participation rate | 63.8% | 76.1%-12.2pp | 80.8%-17.0pp | 67.2%-3.4pp |
| Annual return | 14.85% | 616.92%-602.1pp | 156.89%-142.0pp | 160.75%-145.9pp |
| Employer contribution / active EE | $685 | $2,701-74.6% | $3,673-81.4% | $2,671-74.4% |
| Participant deferral / active EE | $3,238 | $6,536-50.5% | $7,417-56.3% | $4,126-21.5% |
| Admin fee / account holder | $20,340 | $5,326+281.9% | $7,222+181.6% | $5,651+259.9% |