Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,927 | $88,710-65.1% | $81,783-62.2% | $145,959-78.8% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.72% | 1027.26%-1019.5pp | 775.05%-767.3pp | 561.95%-554.2pp |
| Employer contribution / active EE | $773 | $3,083-74.9% | $2,913-73.5% | $4,661-83.4% |
| Participant deferral / active EE | $2,355 | $4,645-49.3% | $4,320-45.5% | $6,689-64.8% |
| Admin fee / account holder | $60,055 | $8,407+614.3% | $7,380+713.8% | $13,398+348.2% |