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 | $35,131 | $92,766-62.1% | $82,763-57.6% | $134,545-73.9% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-55.9pp | 81.2%-64.6pp |
| Annual return | -25.46% | 946.97%-972.4pp | 702.45%-727.9pp | 418.37%-443.8pp |
| Employer contribution / active EE | $623 | $3,273-81.0% | $3,008-79.3% | $4,742-86.9% |
| Participant deferral / active EE | $3,004 | $4,802-37.4% | $4,395-31.6% | $6,401-53.1% |
| Admin fee / account holder | $1,104 | $5,978-81.5% | $5,325-79.3% | $11,431-90.3% |