Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,058 | $104,953-82.8% | $84,637-78.7% | $152,909-88.2% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | -13.90% | 373.94%-387.8pp | 258.82%-272.7pp | 345.46%-359.4pp |
| Employer contribution / active EE | $1,154 | $3,304-65.1% | $2,653-56.5% | $4,764-75.8% |
| Participant deferral / active EE | $1,575 | $4,691-66.4% | $3,900-59.6% | $5,851-73.1% |
| Admin fee / account holder | $5,455 | $6,244-12.6% | $4,914+11.0% | $11,601-53.0% |