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 | $189,634 | $148,582+27.6% | $135,942+39.5% | $139,456+36.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 8.49% | 79.26%-70.8pp | 68.28%-59.8pp | 373.45%-365.0pp |
| Employer contribution / active EE | $3,842 | $5,245-26.7% | $4,858-20.9% | $4,753-19.2% |
| Participant deferral / active EE | $6,933 | $8,101-14.4% | $7,759-10.6% | $6,711+3.3% |
| Admin fee / account holder | $1,104 | $12,402-91.1% | $10,764-89.7% | $11,407-90.3% |