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 | $239,015 | $111,814+113.8% | $93,654+155.2% | $145,959+63.8% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 7.48% | 203.30%-195.8pp | 133.34%-125.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,541 | $3,092-50.2% | $2,421-36.4% | $4,661-66.9% |
| Participant deferral / active EE | $7,005 | $4,914+42.5% | $4,413+58.7% | $6,689+4.7% |
| Admin fee / account holder | $1,881 | $10,246-81.6% | $8,282-77.3% | $13,398-86.0% |