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 | $23,333 | $92,684-74.8% | $82,706-71.8% | $134,509-82.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -26.15% | 945.84%-972.0pp | 701.76%-727.9pp | 418.13%-444.3pp |
| Employer contribution / active EE | $3,290 | $3,272+0.6% | $3,007+9.4% | $4,741-30.6% |
| Participant deferral / active EE | $5,109 | $4,800+6.4% | $4,394+16.3% | $6,400-20.2% |
| Admin fee / account holder | $1,059 | $5,982-82.3% | $5,329-80.1% | $11,427-90.7% |