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 | $208,476 | $29,736+601.1% | $56,033+272.1% | $80,935+157.6% |
| Participation rate | 12.5% | 41.7%-29.2pp | 52.5%-40.0pp | 67.7%-55.2pp |
| Annual return | 9.59% | 35.28%-25.7pp | 1711.38%-1701.8pp | 35.66%-26.1pp |
| Employer contribution / active EE | $759 | $671+13.0% | $1,041-27.1% | $2,757-72.5% |
| Participant deferral / active EE | $962 | $1,228-21.7% | $1,954-50.8% | $4,299-77.6% |
| Admin fee / account holder | $3,512 | $2,434+44.3% | $2,827+24.2% | $6,924-49.3% |