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 | $155,669 | $175,259-11.2% | $149,723+4.0% | $139,487+11.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 8.02% | 166.82%-158.8pp | 134.50%-126.5pp | 373.84%-365.8pp |
| Employer contribution / active EE | $4,237 | $5,478-22.7% | $4,821-12.1% | $4,755-10.9% |
| Participant deferral / active EE | $5,512 | $6,522-15.5% | $5,682-3.0% | $6,713-17.9% |
| Admin fee / account holder | $2,195 | $16,158-86.4% | $13,215-83.4% | $11,407-80.8% |