Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,284 | $169,161-52.5% | $129,295-37.9% | $145,959-45.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 3.44% | 14348.07%-14344.6pp | 9429.28%-9425.8pp | 561.95%-558.5pp |
| Employer contribution / active EE | $2,925 | $5,543-47.2% | $4,157-29.6% | $4,661-37.2% |
| Participant deferral / active EE | $2,925 | $4,989-41.4% | $4,169-29.8% | $6,689-56.3% |
| Admin fee / account holder | $1,413 | $9,878-85.7% | $7,665-81.6% | $13,398-89.5% |