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 | $179,776 | $96,524+86.2% | $75,900+136.9% | $152,909+17.6% |
| Participation rate | 28.6% | 76.2%-47.6pp | 69.3%-40.7pp | 82.5%-53.9pp |
| Annual return | 6.66% | 33.93%-27.3pp | 30.73%-24.1pp | 345.46%-338.8pp |
| Employer contribution / active EE | $10,714 | $3,311+223.6% | $2,501+328.4% | $4,764+124.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $235,770 | $8,082+2817.2% | $5,421+4249.2% | $11,601+1932.4% |