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 | $198,053 | $148,582+33.3% | $135,942+45.7% | $139,456+42.0% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 11.82% | 79.26%-67.4pp | 68.28%-56.5pp | 373.45%-361.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,862 | $8,101-2.9% | $7,759+1.3% | $6,711+17.1% |
| Admin fee / account holder | $21,794 | $12,402+75.7% | $10,764+102.5% | $11,407+91.1% |