Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $49,240 | $160,070-69.2% | $147,117-66.5% | $145,897-66.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.47% | 98.69%-93.2pp | 420.54%-415.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,480 | $5,285-53.1% | $4,932-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $8,613 | $8,419+2.3% | $8,065+6.8% | $6,689+28.8% |
| Admin fee / account holder | $1,165 | $15,035-92.3% | $12,993-91.0% | $13,390-91.3% |