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 | $159,340 | $211,224-24.6% | $178,505-10.7% | $145,897+9.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 6.14% | 30.28%-24.1pp | 27.16%-21.0pp | 552.29%-546.1pp |
| Employer contribution / active EE | $3,330 | $4,577-27.2% | $3,955-15.8% | $4,663-28.6% |
| Participant deferral / active EE | $25,616 | $6,966+267.7% | $6,280+307.9% | $6,689+282.9% |
| Admin fee / account holder | $6,227 | $12,109-48.6% | $10,428-40.3% | $13,390-53.5% |