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 | $106,736 | $108,942-2.0% | $100,415+6.3% | $145,897-26.8% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 7.72% | 58.27%-50.6pp | 49.47%-41.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,103 | $4,422-52.5% | $3,943-46.7% | $4,663-54.9% |
| Participant deferral / active EE | $7,587 | $8,461-10.3% | $8,091-6.2% | $6,689+13.4% |
| Admin fee / account holder | $1,776 | $9,702-81.7% | $7,906-77.5% | $13,390-86.7% |