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 | $49,172 | $138,102-64.4% | $125,381-60.8% | $134,532-63.4% |
| Participation rate | 56.3% | 84.5%-28.2pp | 82.4%-26.1pp | 81.2%-25.0pp |
| Annual return | -20.83% | 750.73%-771.6pp | 572.31%-593.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,179 | $5,245-20.3% | $4,815-13.2% | $4,741-11.8% |
| Participant deferral / active EE | $7,081 | $7,801-9.2% | $7,448-4.9% | $6,401+10.6% |
| Admin fee / account holder | $739 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |