Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $49,529 | $102,393-51.6% | $147,041-66.3% | $80,911-38.8% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.6%-12.8pp |
| Annual return | 10.77% | 134.95%-124.2pp | 419.21%-408.4pp | 35.63%-24.9pp |
| Employer contribution / active EE | $4,761 | $3,715+28.2% | $4,935-3.5% | $2,756+72.8% |
| Participant deferral / active EE | $7,890 | $6,647+18.7% | $8,071-2.2% | $4,297+83.6% |
| Admin fee / account holder | $10,026 | $7,943+26.2% | $13,006-22.9% | $6,935+44.6% |