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 | $44,840 | $88,710-49.5% | $81,783-45.2% | $145,959-69.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.34% | 1027.26%-1018.9pp | 775.05%-766.7pp | 561.95%-553.6pp |
| Employer contribution / active EE | $3,695 | $3,083+19.8% | $2,913+26.8% | $4,661-20.7% |
| Participant deferral / active EE | $4,168 | $4,645-10.3% | $4,320-3.5% | $6,689-37.7% |
| Admin fee / account holder | $2,787 | $8,407-66.9% | $7,380-62.2% | $13,398-79.2% |