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 | $165,629 | $183,592-9.8% | $155,574+6.5% | $145,877+13.5% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 4.52% | 61.37%-56.9pp | 64.87%-60.3pp | 551.28%-546.8pp |
| Employer contribution / active EE | $2,140 | $5,317-59.8% | $4,676-54.2% | $4,663-54.1% |
| Participant deferral / active EE | $5,265 | $6,466-18.6% | $5,629-6.5% | $6,691-21.3% |
| Admin fee / account holder | $2,323 | $19,316-88.0% | $15,914-85.4% | $13,402-82.7% |