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 | $171,926 | $162,785+5.6% | $133,959+28.3% | $158,950+8.2% |
| Participation rate | 59.1% | 83.2%-24.1pp | 79.8%-20.7pp | 82.0%-22.9pp |
| Annual return | 4.91% | 41.94%-37.0pp | 45.09%-40.2pp | 302.91%-298.0pp |
| Employer contribution / active EE | $1,734 | $4,975-65.1% | $3,919-55.7% | $4,762-63.6% |
| Participant deferral / active EE | $3,722 | $5,910-37.0% | $5,047-26.3% | $5,983-37.8% |
| Admin fee / account holder | $772 | $11,738-93.4% | $8,928-91.3% | $11,248-93.1% |