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 | $24,040 | $138,114-82.6% | $125,391-80.8% | $134,545-82.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.21% | 750.88%-775.1pp | 572.41%-596.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $3,464 | $5,246-34.0% | $4,816-28.1% | $4,742-26.9% |
| Participant deferral / active EE | $8,209 | $7,801+5.2% | $7,448+10.2% | $6,401+28.2% |
| Admin fee / account holder | $905 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |