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 | $22,221 | $167,353-86.7% | $143,797-84.5% | $134,545-83.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -29.10% | 0.48%-29.6pp | -0.04%-29.1pp | 418.37%-447.5pp |
| Employer contribution / active EE | $2,190 | $5,620-61.0% | $4,952-55.8% | $4,742-53.8% |
| Participant deferral / active EE | $7,356 | $6,447+14.1% | $5,638+30.5% | $6,401+14.9% |
| Admin fee / account holder | $730 | $18,096-96.0% | $14,679-95.0% | $11,431-93.6% |