Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $181,778 | $159,978+13.6% | $147,041+23.6% | $145,978+24.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 8.73% | 98.36%-89.6pp | 419.21%-410.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,083 | $5,288-79.5% | $4,935-78.1% | $4,662-76.8% |
| Participant deferral / active EE | $9,452 | $8,429+12.1% | $8,071+17.1% | $6,690+41.3% |
| Admin fee / account holder | $12,369 | $15,053-17.8% | $13,006-4.9% | $13,400-7.7% |