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 | $33,282 | $150,447-77.9% | $136,298-75.6% | $147,586-77.4% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 9.94% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,284 | $5,256-75.6% | $4,696-72.7% | $4,876-73.7% |
| Participant deferral / active EE | $4,428 | $6,631-33.2% | $6,247-29.1% | $5,439-18.6% |
| Admin fee / account holder | $28,116 | $10,906+157.8% | $9,244+204.2% | $10,886+158.3% |