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 | $238,461 | $202,342+17.8% | $172,753+38.0% | $152,909+55.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 7.15% | 1029.88%-1022.7pp | 803.00%-795.9pp | 345.46%-338.3pp |
| Employer contribution / active EE | $1,780 | $5,857-69.6% | $5,144-65.4% | $4,764-62.6% |
| Participant deferral / active EE | $2,363 | $5,948-60.3% | $5,198-54.5% | $5,851-59.6% |
| Admin fee / account holder | $981 | $17,112-94.3% | $13,956-93.0% | $11,601-91.5% |