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 | $138,231 | $185,883-25.6% | $170,043-18.7% | $139,466-0.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 6.05% | 60.54%-54.5pp | 53.40%-47.4pp | 373.66%-367.6pp |
| Employer contribution / active EE | $2,808 | $7,596-63.0% | $6,790-58.6% | $4,754-40.9% |
| Participant deferral / active EE | $10,259 | $11,626-11.8% | $10,410-1.4% | $6,712+52.9% |
| Admin fee / account holder | $3,022 | $15,393-80.4% | $12,824-76.4% | $11,409-73.5% |