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 | $119,794 | $175,231-31.6% | $149,696-20.0% | $139,466-14.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.07% | 166.77%-157.7pp | 134.46%-125.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $9,900 | $5,478+80.7% | $4,821+105.4% | $4,754+108.2% |
| Participant deferral / active EE | $13,920 | $6,521+113.5% | $5,682+145.0% | $6,712+107.4% |
| Admin fee / account holder | $502,728 | $16,155+3011.9% | $13,212+3705.1% | $11,409+4306.5% |