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 | $63,221 | $72,446-12.7% | $67,561-6.4% | $145,877-56.7% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | 7.33% | 7211.98%-7204.7pp | 3525.44%-3518.1pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,181 | $3,072-61.6% | $2,735-56.8% | $4,663-74.7% |
| Participant deferral / active EE | $3,018 | $4,785-36.9% | $4,003-24.6% | $6,691-54.9% |
| Admin fee / account holder | $83,043 | $5,541+1398.7% | $4,006+1973.2% | $13,402+519.6% |