Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,223 | $67,352-87.8% | $60,899-86.5% | $134,509-93.9% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.1%-56.4pp | 81.2%-64.6pp |
| Annual return | -22.15% | 49.99%-72.1pp | 16.92%-39.1pp | 418.13%-440.3pp |
| Employer contribution / active EE | $867 | $3,098-72.0% | $2,702-67.9% | $4,741-81.7% |
| Participant deferral / active EE | $1,927 | $4,539-57.5% | $3,817-49.5% | $6,400-69.9% |
| Admin fee / account holder | $160,624 | $4,585+3403.5% | $3,225+4880.6% | $11,427+1305.7% |