Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,210 | $138,114-85.4% | $125,391-83.9% | $134,545-85.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -23.18% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $2,341 | $5,246-55.4% | $4,816-51.4% | $4,742-50.6% |
| Participant deferral / active EE | $3,147 | $7,801-59.7% | $7,448-57.8% | $6,401-50.8% |
| Admin fee / account holder | $448 | $11,570-96.1% | $10,009-95.5% | $11,431-96.1% |