Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $176,758 | $102,429+72.6% | $147,096+20.2% | $80,925+118.4% |
| Participation rate | 60.6% | 75.9%-15.3pp | 82.2%-21.6pp | 67.7%-7.1pp |
| Annual return | 11.58% | 135.02%-123.4pp | 419.75%-408.2pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,348 | $6,649-4.5% | $8,071-21.3% | $4,299+47.7% |
| Admin fee / account holder | $11,936 | $7,957+50.0% | $13,005-8.2% | $6,940+72.0% |