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 | $100,500 | $52,450+91.6% | $129,384-22.3% | $74,459+35.0% |
| Participation rate | 33.1% | 53.8%-20.8pp | 69.6%-36.6pp | 67.2%-34.1pp |
| Annual return | 11.57% | 15.65%-4.1pp | 9461.77%-9450.2pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,307 | $1,532-14.7% | $4,153-68.5% | $2,626-50.2% |
| Participant deferral / active EE | $1,659 | $2,797-40.7% | $4,166-60.2% | $4,350-61.9% |
| Admin fee / account holder | $2,356 | $2,636-10.6% | $7,686-69.3% | $1,945+21.2% |