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 | $136,020 | $209,422-35.0% | $178,503-23.8% | $158,982-14.4% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 5.28% | 188.81%-183.5pp | 151.12%-145.8pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,746 | $5,707-51.9% | $5,011-45.2% | $4,763-42.3% |
| Participant deferral / active EE | $8,672 | $5,955+45.6% | $5,202+66.7% | $5,983+44.9% |
| Admin fee / account holder | $503 | $17,079-97.1% | $13,987-96.4% | $11,252-95.5% |