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 | $26,524 | $111,535-76.2% | $105,223-74.8% | $137,256-80.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 4.94% | 237.85%-232.9pp | 180.65%-175.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,923 | $3,939-51.2% | $3,689-47.9% | $4,156-53.7% |
| Participant deferral / active EE | $8,939 | $5,500+62.5% | $5,072+76.3% | $6,407+39.5% |
| Admin fee / account holder | $118,157 | $9,721+1115.4% | $8,859+1233.8% | $12,270+863.0% |