Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $157,563 | $81,749+92.7% | $58,544+169.1% | $139,456+13.0% |
| Participation rate | 42.1% | 61.3%-19.2pp | 50.9%-8.8pp | 80.3%-38.2pp |
| Annual return | 6.54% | 7425.45%-7418.9pp | 4249.56%-4243.0pp | 373.45%-366.9pp |
| Employer contribution / active EE | $278 | $1,398-80.1% | $1,053-73.6% | $4,753-94.2% |
| Participant deferral / active EE | $1,390 | $2,555-45.6% | $1,923-27.7% | $6,711-79.3% |
| Admin fee / account holder | $1,346 | $3,272-58.9% | $2,520-46.6% | $11,407-88.2% |