Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,280 | $172,111-24.9% | $150,298-14.0% | $137,256-5.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 6.15% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $6,639 | $4,636+43.2% | $4,154+59.8% | $4,156+59.7% |
| Participant deferral / active EE | $7,476 | $6,166+21.3% | $5,453+37.1% | $6,407+16.7% |
| Admin fee / account holder | $12,888 | $16,471-21.8% | $14,116-8.7% | $12,270+5.0% |