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 | $23,040 | $70,366-67.3% | $66,674-65.4% | $138,895-83.4% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.7%-61.2pp | 79.9%-67.4pp |
| Annual return | -4.45% | 386.41%-390.9pp | 321.24%-325.7pp | 145.39%-149.8pp |
| Employer contribution / active EE | $815 | $2,765-70.5% | $2,620-68.9% | $4,194-80.6% |
| Participant deferral / active EE | $961 | $4,374-78.0% | $4,084-76.5% | $6,396-85.0% |
| Admin fee / account holder | $2,169 | $5,262-58.8% | $5,098-57.5% | $12,562-82.7% |