Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,662 | $138,102-84.3% | $125,381-82.7% | $134,532-83.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.16% | 750.73%-772.9pp | 572.31%-594.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,513 | $5,245-52.1% | $4,815-47.8% | $4,741-47.0% |
| Participant deferral / active EE | $2,994 | $7,801-61.6% | $7,448-59.8% | $6,401-53.2% |
| Admin fee / account holder | $349 | $11,568-97.0% | $10,007-96.5% | $11,429-96.9% |