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 | $57,406 | $150,447-61.8% | $136,298-57.9% | $147,586-61.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 9.52% | 1049.15%-1039.6pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $4,423 | $5,256-15.8% | $4,696-5.8% | $4,876-9.3% |
| Participant deferral / active EE | $6,023 | $6,631-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $37,539 | $10,906+244.2% | $9,244+306.1% | $10,886+244.8% |