Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,823 | $93,124-66.9% | $77,100-60.0% | $134,545-77.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -26.61% | 62.68%-89.3pp | 42.35%-69.0pp | 418.37%-445.0pp |
| Employer contribution / active EE | $4,716 | $3,421+37.9% | $2,815+67.5% | $4,742-0.5% |
| Participant deferral / active EE | $17,452 | $5,242+232.9% | $4,430+294.0% | $6,401+172.6% |
| Admin fee / account holder | $17,206 | $6,970+146.9% | $5,443+216.1% | $11,431+50.5% |