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 | $90,825 | $211,288-57.0% | $178,540-49.1% | $145,884-37.7% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 6.67% | 30.27%-23.6pp | 27.15%-20.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $3,699 | $4,574-19.1% | $3,953-6.4% | $4,662-20.7% |
| Participant deferral / active EE | $5,494 | $6,967-21.1% | $6,281-12.5% | $6,690-17.9% |
| Admin fee / account holder | $223,814 | $12,105+1748.9% | $10,424+2047.0% | $13,392+1571.3% |