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 | $61,034 | $160,040-61.9% | $147,096-58.5% | $145,877-58.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 5.81% | 98.49%-92.7pp | 419.75%-413.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $18,750 | $5,289+254.5% | $4,936+279.9% | $4,663+302.1% |
| Participant deferral / active EE | $3,513 | $8,429-58.3% | $8,071-56.5% | $6,691-47.5% |
| Admin fee / account holder | $219,822 | $15,050+1360.6% | $13,005+1590.3% | $13,402+1540.2% |