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 | $21,683 | $100,811-78.5% | $86,698-75.0% | $134,545-83.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.56% | 29.11%-49.7pp | 35.96%-56.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,684 | $3,490-23.1% | $2,837-5.4% | $4,742-43.4% |
| Participant deferral / active EE | $2,937 | $5,339-45.0% | $4,656-36.9% | $6,401-54.1% |
| Admin fee / account holder | $1,043 | $10,926-90.5% | $7,492-86.1% | $11,431-90.9% |