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 | $122,127 | $159,934-23.6% | $147,005-16.9% | $145,959-16.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.76% | 98.24%-90.5pp | 418.76%-411.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $2,963 | $5,287-44.0% | $4,934-40.0% | $4,661-36.4% |
| Participant deferral / active EE | $11,633 | $8,427+38.0% | $8,070+44.2% | $6,689+73.9% |
| Admin fee / account holder | $1,284 | $15,053-91.5% | $13,006-90.1% | $13,398-90.4% |