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 | $19,977 | $84,464-76.3% | $61,399-67.5% | $134,509-85.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -22.90% | 585.06%-608.0pp | 338.81%-361.7pp | 418.13%-441.0pp |
| Employer contribution / active EE | $509 | $1,545-67.1% | $1,159-56.1% | $4,741-89.3% |
| Participant deferral / active EE | $1,736 | $2,818-38.4% | $2,124-18.3% | $6,400-72.9% |
| Admin fee / account holder | $607 | $2,587-76.5% | $2,131-71.5% | $11,427-94.7% |