Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,992 | $53,063-51.0% | $124,206-79.1% | $82,637-68.5% |
| Participation rate | 44.1% | 58.4%-14.3pp | 69.6%-25.5pp | 68.1%-23.9pp |
| Annual return | -1.03% | 68.87%-69.9pp | 515.27%-516.3pp | 53.51%-54.5pp |
| Employer contribution / active EE | $1,191 | $1,530-22.2% | $3,540-66.4% | $2,552-53.3% |
| Participant deferral / active EE | $2,416 | $2,644-8.6% | $3,968-39.1% | $4,126-41.4% |
| Admin fee / account holder | $19,296 | $4,281+350.7% | $5,929+225.5% | $7,339+162.9% |