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 | $137,448 | $180,749-24.0% | $160,784-14.5% | $137,256+0.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 3.49% | 2234.46%-2231.0pp | 1803.92%-1800.4pp | 220.34%-216.8pp |
| Employer contribution / active EE | $1,523 | $4,155-63.3% | $3,733-59.2% | $4,156-63.4% |
| Participant deferral / active EE | $1,523 | $6,844-77.7% | $6,293-75.8% | $6,407-76.2% |
| Admin fee / account holder | $17,319 | $10,397+66.6% | $9,717+78.2% | $12,270+41.1% |