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 | $42,511 | $176,688-75.9% | $130,660-67.5% | $152,897-72.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.5%-15.8pp |
| Annual return | -1.86% | 2693.08%-2694.9pp | 1709.29%-1711.2pp | 345.43%-347.3pp |
| Employer contribution / active EE | $1,247 | $5,743-78.3% | $4,092-69.5% | $4,764-73.8% |
| Participant deferral / active EE | $1,519 | $4,362-65.2% | $3,603-57.8% | $5,851-74.0% |
| Admin fee / account holder | $5,531 | $7,131-22.4% | $5,463+1.2% | $11,599-52.3% |