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 | $133,042 | $166,131-19.9% | $164,975-19.4% | $145,877-8.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 8.33% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,988 | $5,276-62.3% | $4,343-54.2% | $4,663-57.4% |
| Participant deferral / active EE | $2,118 | $6,962-69.6% | $6,033-64.9% | $6,691-68.3% |
| Admin fee / account holder | $7,854 | $16,648-52.8% | $12,688-38.1% | $13,402-41.4% |