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 | $42,779 | $72,071-40.6% | $68,368-37.4% | $137,256-68.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 12.29% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $4,831 | $2,788+73.3% | $2,649+82.4% | $4,156+16.2% |
| Participant deferral / active EE | $4,216 | $4,410-4.4% | $4,123+2.3% | $6,407-34.2% |
| Admin fee / account holder | $10,264 | $5,336+92.4% | $5,150+99.3% | $12,270-16.4% |