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 | $22,322 | $84,551-73.6% | $61,452-63.7% | $134,532-83.4% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -23.70% | 585.39%-609.1pp | 338.96%-362.7pp | 418.27%-442.0pp |
| Employer contribution / active EE | $1,235 | $1,545-20.1% | $1,160+6.5% | $4,741-74.0% |
| Participant deferral / active EE | $4,268 | $2,818+51.4% | $2,125+100.9% | $6,401-33.3% |
| Admin fee / account holder | $831 | $2,587-67.9% | $2,131-61.0% | $11,429-92.7% |