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 | $32,094 | $84,551-62.0% | $61,452-47.8% | $134,532-76.1% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -27.37% | 585.39%-612.8pp | 338.96%-366.3pp | 418.27%-445.6pp |
| Employer contribution / active EE | $1,044 | $1,545-32.4% | $1,160-9.9% | $4,741-78.0% |
| Participant deferral / active EE | $1,888 | $2,818-33.0% | $2,125-11.1% | $6,401-70.5% |
| Admin fee / account holder | $856 | $2,587-66.9% | $2,131-59.9% | $11,429-92.5% |