Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,503 | $159,934-86.6% | $147,005-85.4% | $145,959-85.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.28% | 98.24%-96.0pp | 418.76%-416.5pp | 561.95%-559.7pp |
| Employer contribution / active EE | $2,860 | $5,287-45.9% | $4,934-42.0% | $4,661-38.6% |
| Participant deferral / active EE | $7,323 | $8,427-13.1% | $8,070-9.3% | $6,689+9.5% |
| Admin fee / account holder | $38,855 | $15,053+158.1% | $13,006+198.7% | $13,398+190.0% |