Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,754 | $176,105-85.4% | $159,474-83.9% | $167,536-84.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 9.39% | 331.91%-322.5pp | 263.68%-254.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,231 | $5,299-57.9% | $4,831-53.8% | $4,839-53.9% |
| Participant deferral / active EE | $4,370 | $7,751-43.6% | $7,353-40.6% | $6,342-31.1% |
| Admin fee / account holder | $5,422 | $12,559-56.8% | $10,802-49.8% | $12,315-56.0% |