Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,197 | $138,102-78.1% | $125,381-75.9% | $134,532-77.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.24% | 750.73%-772.0pp | 572.31%-593.6pp | 418.27%-439.5pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,815-37.7% | $4,741-36.7% |
| Participant deferral / active EE | $8,417 | $7,801+7.9% | $7,448+13.0% | $6,401+31.5% |
| Admin fee / account holder | $2,228 | $11,568-80.7% | $10,007-77.7% | $11,429-80.5% |