Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $166,893 | $102,385+63.0% | $147,080+13.5% | $80,935+106.2% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 10.16% | 135.09%-124.9pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $2,840 | $3,717-23.6% | $4,933-42.4% | $2,757+3.0% |
| Participant deferral / active EE | $8,570 | $6,651+28.9% | $8,066+6.2% | $4,299+99.3% |
| Admin fee / account holder | $9,288 | $7,951+16.8% | $12,989-28.5% | $6,924+34.1% |