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 | $58,977 | $65,961-10.6% | $180,320-67.3% | $94,015-37.3% |
| Participation rate | 59.5% | 61.3%-1.7pp | 71.5%-12.0pp | 70.8%-11.3pp |
| Annual return | 10.36% | 14.27%-3.9pp | 778.54%-768.2pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,431 | $1,737+39.9% | $4,108-40.8% | $2,790-12.9% |
| Participant deferral / active EE | $4,554 | $3,003+51.6% | $4,304+5.8% | $4,249+7.2% |
| Admin fee / account holder | $23,555 | $4,901+380.6% | $10,000+135.5% | $8,951+163.1% |