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 | $56,104 | $180,749-69.0% | $160,784-65.1% | $137,256-59.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 7.85% | 2234.46%-2226.6pp | 1803.92%-1796.1pp | 220.34%-212.5pp |
| Employer contribution / active EE | $491 | $4,155-88.2% | $3,733-86.9% | $4,156-88.2% |
| Participant deferral / active EE | $7,354 | $6,844+7.5% | $6,293+16.9% | $6,407+14.8% |
| Admin fee / account holder | $40,436 | $10,397+288.9% | $9,717+316.1% | $12,270+229.5% |