Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,039 | $97,729-76.4% | $83,830-72.5% | $135,379-83.0% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -33.53% | 1287.52%-1321.0pp | 850.97%-884.5pp | 519.79%-553.3pp |
| Employer contribution / active EE | $2,234 | $4,222-47.1% | $3,631-38.5% | $4,779-53.3% |
| Participant deferral / active EE | $5,636 | $4,683+20.4% | $4,082+38.1% | $5,609+0.5% |
| Admin fee / account holder | $478 | $6,674-92.8% | $5,479-91.3% | $10,828-95.6% |