Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $51,462 | $108,942-52.8% | $100,415-48.8% | $145,897-64.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 6.28% | 58.27%-52.0pp | 49.47%-43.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $2,960 | $4,422-33.1% | $3,943-24.9% | $4,663-36.5% |
| Participant deferral / active EE | $10,085 | $8,461+19.2% | $8,091+24.6% | $6,689+50.8% |
| Admin fee / account holder | $38,337 | $9,702+295.2% | $7,906+384.9% | $13,390+186.3% |