Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,253 | $134,001-71.5% | $112,258-65.9% | $134,509-71.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -23.25% | 47.15%-70.4pp | 27.47%-50.7pp | 418.13%-441.4pp |
| Employer contribution / active EE | $2,022 | $4,039-49.9% | $3,636-44.4% | $4,741-57.3% |
| Participant deferral / active EE | $5,067 | $5,291-4.2% | $4,728+7.2% | $6,400-20.8% |
| Admin fee / account holder | $529 | $7,491-92.9% | $6,411-91.7% | $11,427-95.4% |