Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,512 | $54,355-80.7% | $82,744-87.3% | $68,486-84.7% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -36.58% | -13.67%-22.9pp | 702.22%-738.8pp | -7.85%-28.7pp |
| Employer contribution / active EE | $2,431 | $2,219+9.6% | $3,008-19.2% | $2,597-6.4% |
| Participant deferral / active EE | $3,329 | $3,246+2.5% | $4,395-24.3% | $4,028-17.4% |
| Admin fee / account holder | $322 | $4,397-92.7% | $5,325-94.0% | $5,404-94.0% |