Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,282 | $160,040-79.2% | $147,096-77.4% | $145,877-77.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 9.18% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,672 | $5,289-49.5% | $4,936-45.9% | $4,663-42.7% |
| Participant deferral / active EE | $3,788 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $14,528 | $15,050-3.5% | $13,005+11.7% | $13,402+8.4% |