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 | $50,230 | $160,028-68.6% | $147,080-65.8% | $145,884-65.6% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-17.0pp | 80.3%-15.1pp |
| Annual return | 5.69% | 98.60%-92.9pp | 420.17%-414.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $1,766 | $5,286-66.6% | $4,933-64.2% | $4,662-62.1% |
| Participant deferral / active EE | $4,005 | $8,422-52.4% | $8,066-50.4% | $6,690-40.1% |
| Admin fee / account holder | $52,517 | $15,030+249.4% | $12,989+304.3% | $13,392+292.2% |