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 | $50,370 | $156,927-67.9% | $121,169-58.4% | $139,456-63.9% |
| Participation rate | 55.6% | 76.4%-20.9pp | 69.5%-14.0pp | 80.3%-24.8pp |
| Annual return | 8.65% | 1475.85%-1467.2pp | 986.71%-978.1pp | 373.45%-364.8pp |
| Employer contribution / active EE | $1,490 | $5,542-73.1% | $4,168-64.2% | $4,753-68.6% |
| Participant deferral / active EE | $3,356 | $4,848-30.8% | $4,083-17.8% | $6,711-50.0% |
| Admin fee / account holder | $6,225 | $6,946-10.4% | $5,645+10.3% | $11,407-45.4% |