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 | $18,023 | $99,053-81.8% | $88,179-79.6% | $138,895-87.0% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.1%-37.9pp | 79.9%-48.7pp |
| Annual return | -5.16% | 78.17%-83.3pp | 64.97%-70.1pp | 145.39%-150.6pp |
| Employer contribution / active EE | $763 | $2,882-73.5% | $2,549-70.1% | $4,194-81.8% |
| Participant deferral / active EE | $1,250 | $5,225-76.1% | $4,614-72.9% | $6,396-80.5% |
| Admin fee / account holder | $3,078 | $8,748-64.8% | $7,673-59.9% | $12,562-75.5% |