Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $206,209 | $115,796+78.1% | $101,264+103.6% | $158,950+29.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 7.43% | 56.15%-48.7pp | 46.48%-39.0pp | 302.91%-295.5pp |
| Employer contribution / active EE | $2,116 | $4,175-49.3% | $3,660-42.2% | $4,762-55.6% |
| Participant deferral / active EE | $26,483 | $4,958+434.2% | $4,370+506.0% | $5,983+342.7% |
| Admin fee / account holder | $20,383 | $7,247+181.2% | $5,947+242.7% | $11,248+81.2% |