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 | $46,459 | $131,835-64.8% | $108,582-57.2% | $273,972-83.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -12.98% | -91.57%+78.6pp | -51.70%+38.7pp | 41.46%-54.4pp |
| Employer contribution / active EE | $1,577 | $4,913-67.9% | $3,758-58.0% | $4,869-67.6% |
| Participant deferral / active EE | $2,537 | $5,127-50.5% | $4,311-41.1% | $5,287-52.0% |
| Admin fee / account holder | $323 | $10,253-96.9% | $7,645-95.8% | $10,133-96.8% |