Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $180,436 | $115,225+56.6% | $100,712+79.2% | $138,895+29.9% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 6.58% | 40.35%-33.8pp | 33.27%-26.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $5,382 | $2,771+94.2% | $2,313+132.7% | $4,194+28.3% |
| Participant deferral / active EE | $8,563 | $4,699+82.2% | $4,085+109.6% | $6,396+33.9% |
| Admin fee / account holder | $1,747 | $10,844-83.9% | $9,256-81.1% | $12,562-86.1% |