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 | $33,779 | $167,362-79.8% | $143,799-76.5% | $134,532-74.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -22.83% | 0.47%-23.3pp | -0.04%-22.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,698 | $5,620-69.8% | $4,952-65.7% | $4,741-64.2% |
| Participant deferral / active EE | $2,184 | $6,447-66.1% | $5,638-61.3% | $6,401-65.9% |
| Admin fee / account holder | $957 | $18,094-94.7% | $14,677-93.5% | $11,429-91.6% |