Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,274 | $160,028-55.5% | $147,080-51.5% | $145,884-51.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.27% | 98.60%-89.3pp | 420.17%-410.9pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,623 | $5,286-50.4% | $4,933-46.8% | $4,662-43.7% |
| Participant deferral / active EE | $4,719 | $8,422-44.0% | $8,066-41.5% | $6,690-29.5% |
| Admin fee / account holder | $25,214 | $15,030+67.8% | $12,989+94.1% | $13,392+88.3% |