Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $116,455 | $160,070-27.2% | $147,117-20.8% | $145,897-20.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 8.14% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,533 | $5,285-52.1% | $4,932-48.7% | $4,663-45.7% |
| Participant deferral / active EE | $6,806 | $8,419-19.2% | $8,065-15.6% | $6,689+1.7% |
| Admin fee / account holder | $620 | $15,035-95.9% | $12,993-95.2% | $13,390-95.4% |