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 | $54,885 | $162,136-66.1% | $152,301-64.0% | $154,746-64.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 7.99% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.4pp |
| Employer contribution / active EE | $18,875 | $4,890+286.0% | $4,624+308.2% | $4,379+331.0% |
| Participant deferral / active EE | $3,375 | $8,341-59.5% | $8,004-57.8% | $6,730-49.9% |
| Admin fee / account holder | $104,321 | $15,759+562.0% | $14,398+624.6% | $14,365+626.2% |