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 | $150,459 | $88,710+69.6% | $81,783+84.0% | $145,959+3.1% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.4%-19.4pp | 80.3%-27.3pp |
| Annual return | 8.96% | 1027.26%-1018.3pp | 775.05%-766.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $913 | $3,083-70.4% | $2,913-68.6% | $4,661-80.4% |
| Participant deferral / active EE | $2,349 | $4,645-49.4% | $4,320-45.6% | $6,689-64.9% |
| Admin fee / account holder | $1,294 | $8,407-84.6% | $7,380-82.5% | $13,398-90.3% |