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 | $162,004 | $53,127+204.9% | $86,597+87.1% | $70,131+131.0% |
| Participation rate | 65.5% | 65.3%+0.2pp | 73.5%-8.0pp | 69.5%-4.0pp |
| Annual return | 10.07% | 27.66%-17.6pp | 964.96%-954.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $4,980 | $2,068+140.8% | $2,840+75.4% | $2,342+112.6% |
| Participant deferral / active EE | $9,002 | $2,696+233.9% | $3,609+149.5% | $3,332+170.2% |
| Admin fee / account holder | $20,610 | $3,585+474.8% | $4,906+320.1% | $4,645+343.7% |