Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,875 | $90,530-67.0% | $76,030-60.7% | $145,897-79.5% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 8.14% | 625.08%-616.9pp | 361.54%-353.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $3,168 | $3,319-4.6% | $2,688+17.9% | $4,663-32.1% |
| Participant deferral / active EE | $3,648 | $5,164-29.4% | $4,257-14.3% | $6,689-45.5% |
| Admin fee / account holder | $37,682 | $8,383+349.5% | $6,421+486.9% | $13,390+181.4% |