Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,062 | $99,053+42.4% | $88,179+60.0% | $138,895+1.6% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 10.33% | 78.17%-67.8pp | 64.97%-54.6pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,119 | $2,882-26.5% | $2,549-16.9% | $4,194-49.5% |
| Participant deferral / active EE | $8,676 | $5,225+66.0% | $4,614+88.1% | $6,396+35.6% |
| Admin fee / account holder | $303 | $8,748-96.5% | $7,673-96.1% | $12,562-97.6% |