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 | $120,133 | $124,330-3.4% | $109,173+10.0% | $167,536-28.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 3.26% | 26.04%-22.8pp | 25.75%-22.5pp | 478.82%-475.6pp |
| Employer contribution / active EE | $3,333 | $4,209-20.8% | $3,723-10.5% | $4,839-31.1% |
| Participant deferral / active EE | $2,889 | $5,256-45.0% | $4,654-37.9% | $6,342-54.5% |
| Admin fee / account holder | $509 | $7,974-93.6% | $6,755-92.5% | $12,315-95.9% |