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 | $14,247 | $109,967-87.0% | $97,197-85.3% | $145,877-90.2% |
| Participation rate | 26.7% | 76.0%-49.3pp | 72.7%-46.0pp | 80.3%-53.6pp |
| Annual return | -39.40% | 244.27%-283.7pp | 75.47%-114.9pp | 551.28%-590.7pp |
| Employer contribution / active EE | $1,135 | $3,077-63.1% | $2,723-58.3% | $4,663-75.7% |
| Participant deferral / active EE | $1,075 | $4,676-77.0% | $4,263-74.8% | $6,691-83.9% |
| Admin fee / account holder | $5,079 | $6,199-18.1% | $5,637-9.9% | $13,402-62.1% |