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 | $30,626 | $159,978-80.9% | $147,041-79.2% | $145,978-79.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.49% | 98.36%-90.9pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $4,134 | $5,288-21.8% | $4,935-16.2% | $4,662-11.3% |
| Participant deferral / active EE | $4,867 | $8,429-42.3% | $8,071-39.7% | $6,690-27.3% |
| Admin fee / account holder | $1,933 | $15,053-87.2% | $13,006-85.1% | $13,400-85.6% |