Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,195 | $70,366+50.9% | $66,674+59.3% | $138,895-23.5% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 12.27% | 386.41%-374.1pp | 321.24%-309.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $3,156 | $2,765+14.1% | $2,620+20.5% | $4,194-24.8% |
| Participant deferral / active EE | $8,131 | $4,374+85.9% | $4,084+99.1% | $6,396+27.1% |
| Admin fee / account holder | $214,343 | $5,262+3973.0% | $5,098+4104.4% | $12,562+1606.3% |