Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $236,513 | $159,934+47.9% | $147,005+60.9% | $145,959+62.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.63% | 98.24%-90.6pp | 418.76%-411.1pp | 561.95%-554.3pp |
| Employer contribution / active EE | $2,667 | $5,287-49.6% | $4,934-46.0% | $4,661-42.8% |
| Participant deferral / active EE | $20,333 | $8,427+141.3% | $8,070+152.0% | $6,689+204.0% |
| Admin fee / account holder | $500 | $15,053-96.7% | $13,006-96.2% | $13,398-96.3% |