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 | $119,768 | $110,410+8.5% | $102,437+16.9% | $145,897-17.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.34% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,343 | $4,217-20.7% | $3,871-13.6% | $4,663-28.3% |
| Participant deferral / active EE | $5,026 | $5,622-10.6% | $5,060-0.7% | $6,689-24.9% |
| Admin fee / account holder | $29,797 | $9,745+205.8% | $8,388+255.2% | $13,390+122.5% |