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 | $178,613 | $72,426+146.6% | $67,560+164.4% | $145,897+22.4% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 7.83% | 7226.78%-7219.0pp | 3533.50%-3525.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,122 | $3,074-31.0% | $2,737-22.5% | $4,663-54.5% |
| Participant deferral / active EE | $9,409 | $4,785+96.6% | $4,004+135.0% | $6,689+40.7% |
| Admin fee / account holder | $1,911 | $5,514-65.3% | $3,994-52.1% | $13,390-85.7% |