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 | $155,363 | $157,296-1.2% | $141,191+10.0% | $152,897+1.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 10.00% | 64.34%-54.3pp | 71.41%-61.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $2,208 | $5,262-58.0% | $4,736-53.4% | $4,764-53.6% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $3,024 | $12,125-75.1% | $10,264-70.5% | $11,599-73.9% |