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 | $42,205 | $160,040-73.6% | $147,096-71.3% | $145,877-71.1% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 5.90% | 98.49%-92.6pp | 419.75%-413.8pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,946 | $5,289-63.2% | $4,936-60.6% | $4,663-58.3% |
| Participant deferral / active EE | $11,043 | $8,429+31.0% | $8,071+36.8% | $6,691+65.0% |
| Admin fee / account holder | $239,746 | $15,050+1493.0% | $13,005+1743.5% | $13,402+1688.9% |