Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $62,040 | $105,210-41.0% | $159,487-61.1% | $85,851-27.7% |
| Participation rate | 63.6% | 75.8%-12.1pp | 82.8%-19.2pp | 69.3%-5.7pp |
| Annual return | 12.33% | 45.08%-32.8pp | 263.71%-251.4pp | 318.63%-306.3pp |
| Employer contribution / active EE | $1,755 | $3,319-47.1% | $4,831-63.7% | $2,565-31.6% |
| Participant deferral / active EE | $3,294 | $5,946-44.6% | $7,354-55.2% | $3,952-16.7% |
| Admin fee / account holder | $32,503 | $6,934+368.7% | $10,804+200.8% | $6,261+419.1% |