Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,357 | $160,070-18.6% | $147,117-11.4% | $145,897-10.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.11% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,489 | $5,285-34.0% | $4,932-29.3% | $4,663-25.2% |
| Participant deferral / active EE | $9,219 | $8,419+9.5% | $8,065+14.3% | $6,689+37.8% |
| Admin fee / account holder | $766 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |