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 | $204,060 | $159,934+27.6% | $147,005+38.8% | $145,959+39.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.01% | 98.24%-89.2pp | 418.76%-409.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,447 | $5,287-72.6% | $4,934-70.7% | $4,661-69.0% |
| Participant deferral / active EE | $5,074 | $8,427-39.8% | $8,070-37.1% | $6,689-24.1% |
| Admin fee / account holder | $4,170 | $15,053-72.3% | $13,006-67.9% | $13,398-68.9% |