Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,494 | $92,743-75.7% | $82,744-72.8% | $134,532-83.3% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -22.27% | 946.63%-968.9pp | 702.22%-724.5pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,331 | $3,273-59.3% | $3,008-55.7% | $4,741-71.9% |
| Participant deferral / active EE | $1,380 | $4,802-71.3% | $4,395-68.6% | $6,401-78.4% |
| Admin fee / account holder | $1,646 | $5,977-72.5% | $5,325-69.1% | $11,429-85.6% |