Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $65,241 | $109,904-40.6% | $97,167-32.9% | $145,959-55.3% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 7.03% | 243.43%-236.4pp | 75.27%-68.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $14,902 | $3,084+383.1% | $2,729+446.1% | $4,661+219.7% |
| Participant deferral / active EE | $4,013 | $4,676-14.2% | $4,264-5.9% | $6,689-40.0% |
| Admin fee / account holder | $2,530 | $6,216-59.3% | $5,650-55.2% | $13,398-81.1% |