Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,714 | $202,342-44.3% | $172,753-34.8% | $152,909-26.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 5.34% | 1029.88%-1024.5pp | 803.00%-797.7pp | 345.46%-340.1pp |
| Employer contribution / active EE | $7,869 | $5,857+34.3% | $5,144+53.0% | $4,764+65.2% |
| Participant deferral / active EE | $3,800 | $5,948-36.1% | $5,198-26.9% | $5,851-35.1% |
| Admin fee / account holder | $817,497 | $17,112+4677.4% | $13,956+5757.9% | $11,601+6947.0% |