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 | $20,902 | $91,911-77.3% | $68,612-69.5% | $135,380-84.6% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -12.61% | -8.22%-4.4pp | -4.63%-8.0pp | 519.81%-532.4pp |
| Employer contribution / active EE | $4,333 | $3,924+10.4% | $2,625+65.1% | $4,779-9.3% |
| Participant deferral / active EE | $8,817 | $4,315+104.3% | $3,311+166.3% | $5,609+57.2% |
| Admin fee / account holder | $4,566 | $9,240-50.6% | $5,131-11.0% | $10,828-57.8% |