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 | $35,862 | $95,895-62.6% | $79,576-54.9% | $134,509-73.3% |
| Participation rate | 35.3% | 75.0%-39.7pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -21.93% | -2.72%-19.2pp | 0.15%-22.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,365 | $3,128-56.4% | $2,413-43.4% | $4,741-71.2% |
| Participant deferral / active EE | $4,030 | $4,693-14.1% | $3,985+1.1% | $6,400-37.0% |
| Admin fee / account holder | $761 | $9,129-91.7% | $6,834-88.9% | $11,427-93.3% |