Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,980 | $77,908-76.9% | $149,696-88.0% | $75,173-76.1% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | -3.17% | 31.73%-34.9pp | 134.46%-137.6pp | 160.72%-163.9pp |
| Employer contribution / active EE | $1,622 | $3,138-48.3% | $4,821-66.3% | $2,671-39.3% |
| Participant deferral / active EE | $4,253 | $3,411+24.7% | $5,682-25.1% | $4,126+3.1% |
| Admin fee / account holder | $2,892 | $5,950-51.4% | $13,212-78.1% | $5,651-48.8% |