Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $28,434 | $154,228-81.6% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 10.27% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,441 | $4,804-70.0% | $4,554-68.4% | $4,156-65.3% |
| Participant deferral / active EE | $2,553 | $8,216-68.9% | $7,897-67.7% | $6,407-60.1% |
| Admin fee / account holder | $25,542 | $14,344+78.1% | $13,129+94.5% | $12,270+108.2% |