Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $36,387 | $166,268-78.1% | $165,100-78.0% | $145,897-75.1% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.6%-62.0pp | 80.3%-63.6pp |
| Annual return | -0.48% | 100.52%-101.0pp | 70.21%-70.7pp | 552.29%-552.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,582 | $6,964-62.9% | $6,035-57.2% | $6,689-61.4% |
| Admin fee / account holder | $13,641 | $16,659-18.1% | $12,696+7.4% | $13,390+1.9% |