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 | $24,332 | $142,409-82.9% | $119,634-79.7% | $134,545-81.9% |
| Participation rate | 47.1% | 82.8%-35.8pp | 79.3%-32.2pp | 81.2%-34.2pp |
| Annual return | -24.39% | -12.46%-11.9pp | -14.98%-9.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $1,432 | $5,224-72.6% | $4,232-66.2% | $4,742-69.8% |
| Participant deferral / active EE | $5,668 | $6,468-12.4% | $5,601+1.2% | $6,401-11.5% |
| Admin fee / account holder | $2,633 | $13,594-80.6% | $10,329-74.5% | $11,431-77.0% |