Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,257 | $93,117-87.9% | $77,096-85.4% | $134,532-91.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -28.12% | 62.67%-90.8pp | 42.35%-70.5pp | 418.27%-446.4pp |
| Employer contribution / active EE | $706 | $3,420-79.4% | $2,814-74.9% | $4,741-85.1% |
| Participant deferral / active EE | $998 | $5,241-81.0% | $4,429-77.5% | $6,401-84.4% |
| Admin fee / account holder | $857 | $6,948-87.7% | $5,428-84.2% | $11,429-92.5% |