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 | $183,514 | $160,028+14.7% | $147,080+24.8% | $145,884+25.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.60% | 98.60%-91.0pp | 420.17%-412.6pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,219 | $5,286-76.9% | $4,933-75.3% | $4,662-73.8% |
| Participant deferral / active EE | $5,921 | $8,422-29.7% | $8,066-26.6% | $6,690-11.5% |
| Admin fee / account holder | $961 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |