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 | $29,548 | $160,070-81.5% | $147,117-79.9% | $145,897-79.7% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 7.50% | 98.69%-91.2pp | 420.54%-413.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,099 | $5,285-60.3% | $4,932-57.5% | $4,663-55.0% |
| Participant deferral / active EE | $5,123 | $8,419-39.2% | $8,065-36.5% | $6,689-23.4% |
| Admin fee / account holder | $957 | $15,035-93.6% | $12,993-92.6% | $13,390-92.9% |