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 | $172,829 | $129,737+33.2% | $119,126+45.1% | $154,746+11.7% |
| Participation rate | 26.7% | 78.9%-52.2pp | 75.8%-49.1pp | 80.7%-54.0pp |
| Annual return | 8.59% | 379.08%-370.5pp | 282.11%-273.5pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,992 | $4,375-54.5% | $4,034-50.6% | $4,379-54.5% |
| Participant deferral / active EE | $3,366 | $5,842-42.4% | $5,318-36.7% | $6,730-50.0% |
| Admin fee / account holder | $129,796 | $11,961+985.2% | $10,693+1113.8% | $14,365+803.5% |