Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $64,434 | $175,257-63.2% | $149,717-57.0% | $139,456-53.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 5.05% | 166.70%-161.7pp | 134.41%-129.4pp | 373.45%-368.4pp |
| Employer contribution / active EE | $4,179 | $5,477-23.7% | $4,820-13.3% | $4,753-12.1% |
| Participant deferral / active EE | $9,835 | $6,521+50.8% | $5,682+73.1% | $6,711+46.5% |
| Admin fee / account holder | $860 | $16,156-94.7% | $13,213-93.5% | $11,407-92.5% |