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 | $108,912-52.7% | $100,383-48.7% | $145,959-64.7% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 6.28% | 57.96%-51.7pp | 49.26%-43.0pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,960 | $4,423-33.1% | $3,944-24.9% | $4,661-36.5% |
| Participant deferral / active EE | $10,085 | $8,451+19.3% | $8,086+24.7% | $6,689+50.8% |
| Admin fee / account holder | $38,337 | $9,690+295.6% | $7,900+385.3% | $13,398+186.1% |