Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,890 | $88,702-70.8% | $81,780-68.3% | $145,978-82.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 6.96% | 1029.12%-1022.2pp | 776.27%-769.3pp | 550.52%-543.6pp |
| Employer contribution / active EE | $2,398 | $3,084-22.2% | $2,914-17.7% | $4,662-48.6% |
| Participant deferral / active EE | $885 | $4,645-81.0% | $4,321-79.5% | $6,690-86.8% |
| Admin fee / account holder | $19,348 | $8,414+129.9% | $7,384+162.0% | $13,400+44.4% |