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 | $117,956 | $154,228-23.5% | $145,433-18.9% | $137,256-14.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 6.39% | 74.59%-68.2pp | 66.58%-60.2pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,493 | $4,804-48.1% | $4,554-45.3% | $4,156-40.0% |
| Participant deferral / active EE | $6,438 | $8,216-21.6% | $7,897-18.5% | $6,407+0.5% |
| Admin fee / account holder | $65,143 | $14,344+354.2% | $13,129+396.2% | $12,270+430.9% |