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 | $167,475 | $178,174-6.0% | $156,181+7.2% | $137,256+22.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 8.68% | 84.19%-75.5pp | 64.87%-56.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,915 | $4,972-61.5% | $4,294-55.4% | $4,156-53.9% |
| Participant deferral / active EE | $5,641 | $6,888-18.1% | $6,132-8.0% | $6,407-11.9% |
| Admin fee / account holder | $41,009 | $17,404+135.6% | $14,586+181.2% | $12,270+234.2% |