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 | $145,822 | $159,978-8.8% | $147,041-0.8% | $145,978-0.1% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.11% | 98.36%-89.3pp | 419.21%-410.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,165 | $5,288-59.1% | $4,935-56.1% | $4,662-53.6% |
| Participant deferral / active EE | $5,033 | $8,429-40.3% | $8,071-37.6% | $6,690-24.8% |
| Admin fee / account holder | $91,850 | $15,053+510.2% | $13,006+606.2% | $13,400+585.4% |