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 | $111,132 | $111,535-0.4% | $105,223+5.6% | $137,256-19.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 6.97% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,239 | $3,939-68.5% | $3,689-66.4% | $4,156-70.2% |
| Participant deferral / active EE | $5,085 | $5,500-7.5% | $5,072+0.3% | $6,407-20.6% |
| Admin fee / account holder | $1,076 | $9,721-88.9% | $8,859-87.9% | $12,270-91.2% |