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 | $222,545 | $162,136+37.3% | $152,301+46.1% | $154,746+43.8% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 10.37% | 91.02%-80.7pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $2,466 | $4,890-49.6% | $4,624-46.7% | $4,379-43.7% |
| Participant deferral / active EE | $12,211 | $8,341+46.4% | $8,004+52.6% | $6,730+81.4% |
| Admin fee / account holder | $580,652 | $15,759+3584.5% | $14,398+3932.9% | $14,365+3942.1% |