Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,763 | $211,224-88.7% | $178,505-86.7% | $145,897-83.7% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 3.02% | 30.28%-27.3pp | 27.16%-24.1pp | 552.29%-549.3pp |
| Employer contribution / active EE | $1,753 | $4,577-61.7% | $3,955-55.7% | $4,663-62.4% |
| Participant deferral / active EE | $9,667 | $6,966+38.8% | $6,280+53.9% | $6,689+44.5% |
| Admin fee / account holder | $65,065 | $12,109+437.3% | $10,428+524.0% | $13,390+385.9% |