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 | $145,115 | $160,070-9.3% | $147,117-1.4% | $145,897-0.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 2.90% | 98.69%-95.8pp | 420.54%-417.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $1,920 | $5,285-63.7% | $4,932-61.1% | $4,663-58.8% |
| Participant deferral / active EE | $6,540 | $8,419-22.3% | $8,065-18.9% | $6,689-2.2% |
| Admin fee / account holder | $24,346 | $15,035+61.9% | $12,993+87.4% | $13,390+81.8% |