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 | $27,303 | $138,114-80.2% | $125,391-78.2% | $134,545-79.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -27.01% | 750.88%-777.9pp | 572.41%-599.4pp | 418.37%-445.4pp |
| Employer contribution / active EE | $2,253 | $5,246-57.0% | $4,816-53.2% | $4,742-52.5% |
| Participant deferral / active EE | $2,817 | $7,801-63.9% | $7,448-62.2% | $6,401-56.0% |
| Admin fee / account holder | $3,616 | $11,570-68.8% | $10,009-63.9% | $11,431-68.4% |