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 | $19,206 | $75,962-74.7% | $154,108-87.5% | $64,173-70.1% |
| Participation rate | 54.1% | 70.4%-16.4pp | 83.0%-29.0pp | 69.6%-15.5pp |
| Annual return | -18.64% | 30.32%-49.0pp | 735.21%-753.8pp | 7.63%-26.3pp |
| Employer contribution / active EE | $2,738 | $3,350-18.3% | $5,298-48.3% | $2,381+15.0% |
| Participant deferral / active EE | $5,191 | $3,175+63.5% | $5,081+2.2% | $3,470+49.6% |
| Admin fee / account holder | $993 | $5,589-82.2% | $13,411-92.6% | $4,887-79.7% |