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 | $24,765 | $175,257-85.9% | $149,717-83.5% | $139,456-82.2% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 6.25% | 166.70%-160.5pp | 134.41%-128.2pp | 373.45%-367.2pp |
| Employer contribution / active EE | $2,000 | $5,477-63.5% | $4,820-58.5% | $4,753-57.9% |
| Participant deferral / active EE | $9,267 | $6,521+42.1% | $5,682+63.1% | $6,711+38.1% |
| Admin fee / account holder | $455,038 | $16,156+2716.6% | $13,213+3343.9% | $11,407+3889.1% |