Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,811 | $112,915-65.6% | $90,965-57.3% | $158,950-75.6% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | -30.20% | 215.75%-246.0pp | 134.57%-164.8pp | 302.91%-333.1pp |
| Employer contribution / active EE | $1,100 | $2,894-62.0% | $2,122-48.2% | $4,762-76.9% |
| Participant deferral / active EE | $4,750 | $4,128+15.1% | $3,373+40.8% | $5,983-20.6% |
| Admin fee / account holder | $512 | $8,044-93.6% | $5,960-91.4% | $11,248-95.4% |