Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,681 | $85,766-59.6% | $136,298-74.6% | $70,126-50.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 12.07% | 31.46%-19.4pp | 5156.27%-5144.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $2,018 | $2,966-32.0% | $4,696-57.0% | $2,343-13.9% |
| Participant deferral / active EE | $4,301 | $5,051-14.9% | $6,247-31.2% | $3,332+29.1% |
| Admin fee / account holder | $11,471 | $5,421+111.6% | $9,244+24.1% | $4,645+146.9% |