Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $55,434 | $149,040-62.8% | $120,225-53.9% | $137,256-59.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 7.69% | 605.68%-598.0pp | 439.23%-431.5pp | 220.34%-212.7pp |
| Employer contribution / active EE | $11,496 | $4,350+164.3% | $3,475+230.8% | $4,156+176.6% |
| Participant deferral / active EE | $13,315 | $4,655+186.1% | $3,999+233.0% | $6,407+107.8% |
| Admin fee / account holder | $30,800 | $6,348+385.2% | $5,696+440.7% | $12,270+151.0% |