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 | $170,532 | $209,422-18.6% | $178,503-4.5% | $158,982+7.3% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.95% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,945 | $5,707-65.9% | $5,011-61.2% | $4,763-59.2% |
| Participant deferral / active EE | $4,699 | $5,955-21.1% | $5,202-9.7% | $5,983-21.5% |
| Admin fee / account holder | $1,721 | $17,079-89.9% | $13,987-87.7% | $11,252-84.7% |