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 | $31,136 | $133,981-76.8% | $112,249-72.3% | $134,532-76.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -21.40% | 47.16%-68.6pp | 27.48%-48.9pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,952 | $4,040-2.2% | $3,636+8.7% | $4,741-16.6% |
| Participant deferral / active EE | $3,952 | $5,292-25.3% | $4,729-16.4% | $6,401-38.3% |
| Admin fee / account holder | $823 | $7,492-89.0% | $6,412-87.2% | $11,429-92.8% |