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 | $20,517 | $160,040-87.2% | $147,096-86.1% | $145,877-85.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 4.83% | 98.49%-93.7pp | 419.75%-414.9pp | 551.28%-546.5pp |
| Employer contribution / active EE | $2,090 | $5,289-60.5% | $4,936-57.7% | $4,663-55.2% |
| Participant deferral / active EE | $3,992 | $8,429-52.6% | $8,071-50.5% | $6,691-40.3% |
| Admin fee / account holder | $2,405 | $15,050-84.0% | $13,005-81.5% | $13,402-82.1% |