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 | $206,728 | $217,432-4.9% | $185,849+11.2% | $167,536+23.4% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 2.65% | 148.42%-145.8pp | 122.10%-119.4pp | 478.82%-476.2pp |
| Employer contribution / active EE | $20,316 | $5,875+245.8% | $5,169+293.1% | $4,839+319.8% |
| Participant deferral / active EE | $13,650 | $6,357+114.7% | $5,569+145.1% | $6,342+115.2% |
| Admin fee / account holder | $778 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |