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 | $167,065 | $202,345-17.4% | $172,755-3.3% | $152,885+9.3% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 4.00% | 1029.77%-1025.8pp | 802.94%-798.9pp | 345.39%-341.4pp |
| Employer contribution / active EE | $2,096 | $5,858-64.2% | $5,144-59.3% | $4,763-56.0% |
| Participant deferral / active EE | $3,936 | $5,948-33.8% | $5,198-24.3% | $5,851-32.7% |
| Admin fee / account holder | $1,854 | $17,111-89.2% | $13,955-86.7% | $11,598-84.0% |