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 | $9,395 | $69,118-86.4% | $53,647-82.5% | $138,895-93.2% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | -30.70% | 248.26%-279.0pp | 358.33%-389.0pp | 145.39%-176.1pp |
| Employer contribution / active EE | $652 | $1,189-45.1% | $962-32.2% | $4,194-84.4% |
| Participant deferral / active EE | $351 | $2,274-84.6% | $1,813-80.7% | $6,396-94.5% |
| Admin fee / account holder | $4,398 | $2,724+61.4% | $2,460+78.8% | $12,562-65.0% |