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 | $22,122 | $142,392-84.5% | $119,622-81.5% | $134,532-83.6% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -28.71% | -12.46%-16.2pp | -14.98%-13.7pp | 418.27%-447.0pp |
| Employer contribution / active EE | $1,217 | $5,224-76.7% | $4,232-71.3% | $4,741-74.3% |
| Participant deferral / active EE | $7,676 | $6,467+18.7% | $5,601+37.1% | $6,401+19.9% |
| Admin fee / account holder | $1,956 | $13,593-85.6% | $10,328-81.1% | $11,429-82.9% |