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 | $209,588 | $81,763+156.3% | $58,561+257.9% | $139,466+50.3% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 5.50% | 7427.77%-7422.3pp | 4251.33%-4245.8pp | 373.66%-368.2pp |
| Employer contribution / active EE | $649 | $1,398-53.6% | $1,053-38.4% | $4,754-86.3% |
| Participant deferral / active EE | $799 | $2,555-68.7% | $1,923-58.5% | $6,712-88.1% |
| Admin fee / account holder | $553 | $3,273-83.1% | $2,520-78.1% | $11,409-95.2% |