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 | $69,121 | $190,862-63.8% | $159,991-56.8% | $134,509-48.6% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -23.01% | 552.59%-575.6pp | 408.82%-431.8pp | 418.13%-441.1pp |
| Employer contribution / active EE | $12,090 | $4,995+142.1% | $4,225+186.2% | $4,741+155.0% |
| Participant deferral / active EE | $9,089 | $6,924+31.3% | $6,183+47.0% | $6,400+42.0% |
| Admin fee / account holder | $2,216 | $10,495-78.9% | $8,715-74.6% | $11,427-80.6% |