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 | $16,212 | $97,761-83.4% | $83,850-80.7% | $135,382-88.0% |
| Participation rate | 43.8% | 80.0%-36.2pp | 76.1%-32.4pp | 82.6%-38.9pp |
| Annual return | -17.39% | 1287.44%-1304.8pp | 850.92%-868.3pp | 519.77%-537.2pp |
| Employer contribution / active EE | $2,116 | $4,222-49.9% | $3,631-41.7% | $4,779-55.7% |
| Participant deferral / active EE | $5,653 | $4,682+20.7% | $4,082+38.5% | $5,609+0.8% |
| Admin fee / account holder | $529 | $6,674-92.1% | $5,478-90.3% | $10,829-95.1% |