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 | $22,808 | $180,749-87.4% | $160,784-85.8% | $137,256-83.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 8.73% | 2234.46%-2225.7pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,495 | $4,155-40.0% | $3,733-33.2% | $4,156-40.0% |
| Participant deferral / active EE | $4,264 | $6,844-37.7% | $6,293-32.2% | $6,407-33.4% |
| Admin fee / account holder | $2,943 | $10,397-71.7% | $9,717-69.7% | $12,270-76.0% |