Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $49,439 | $160,040-69.1% | $147,096-66.4% | $145,877-66.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 7.07% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,910 | $5,289-63.9% | $4,936-61.3% | $4,663-59.0% |
| Participant deferral / active EE | $4,232 | $8,429-49.8% | $8,071-47.6% | $6,691-36.7% |
| Admin fee / account holder | $116,440 | $15,050+673.7% | $13,005+795.3% | $13,402+768.8% |