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 | $50,644 | $84,551-40.1% | $61,452-17.6% | $134,532-62.4% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -21.82% | 585.39%-607.2pp | 338.96%-360.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $702 | $1,545-54.5% | $1,160-39.4% | $4,741-85.2% |
| Participant deferral / active EE | $3,409 | $2,818+21.0% | $2,125+60.5% | $6,401-46.7% |
| Admin fee / account holder | $1,091 | $2,587-57.8% | $2,131-48.8% | $11,429-90.5% |