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 | $153,036 | $54,370+181.5% | $82,763+84.9% | $68,490+123.4% |
| Participation rate | 11.3% | 63.9%-52.6pp | 72.6%-61.3pp | 67.9%-56.6pp |
| Annual return | -22.87% | -13.67%-9.2pp | 702.45%-725.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $612 | $2,219-72.4% | $3,008-79.7% | $2,597-76.4% |
| Participant deferral / active EE | $1,493 | $3,247-54.0% | $4,395-66.0% | $4,028-62.9% |
| Admin fee / account holder | $771 | $4,398-82.5% | $5,325-85.5% | $5,403-85.7% |