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 | $248,582 | $175,257+41.8% | $149,717+66.0% | $139,456+78.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.12% | 166.70%-157.6pp | 134.41%-125.3pp | 373.45%-364.3pp |
| Employer contribution / active EE | $3,498 | $5,477-36.1% | $4,820-27.4% | $4,753-26.4% |
| Participant deferral / active EE | $7,564 | $6,521+16.0% | $5,682+33.1% | $6,711+12.7% |
| Admin fee / account holder | $1,631 | $16,156-89.9% | $13,213-87.7% | $11,407-85.7% |