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 | $167,683 | $154,228+8.7% | $145,433+15.3% | $137,256+22.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 7.31% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.0pp |
| Employer contribution / active EE | $8,529 | $4,804+77.5% | $4,554+87.3% | $4,156+105.2% |
| Participant deferral / active EE | $10,220 | $8,216+24.4% | $7,897+29.4% | $6,407+59.5% |
| Admin fee / account holder | $53,910 | $14,344+275.8% | $13,129+310.6% | $12,270+339.4% |