Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $41,534 | $183,516-77.4% | $155,534-73.3% | $145,884-71.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | -0.42% | 61.43%-61.8pp | 64.92%-65.3pp | 551.85%-552.3pp |
| Employer contribution / active EE | $1,184 | $5,315-77.7% | $4,675-74.7% | $4,662-74.6% |
| Participant deferral / active EE | $6,146 | $6,467-5.0% | $5,630+9.2% | $6,690-8.1% |
| Admin fee / account holder | $28,123 | $19,293+45.8% | $15,900+76.9% | $13,392+110.0% |