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 | $166,480 | $183,592-9.3% | $155,567+7.0% | $145,959+14.1% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 7.00% | 61.24%-54.2pp | 64.74%-57.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,519 | $5,315-33.8% | $4,674-24.7% | $4,661-24.5% |
| Participant deferral / active EE | $7,045 | $6,464+9.0% | $5,628+25.2% | $6,689+5.3% |
| Admin fee / account holder | $19,618 | $19,318+1.5% | $15,916+23.3% | $13,398+46.4% |