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 | $44,009 | $167,352-73.7% | $143,788-69.4% | $134,509-67.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.01% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.1pp |
| Employer contribution / active EE | $2,669 | $5,620-52.5% | $4,952-46.1% | $4,741-43.7% |
| Participant deferral / active EE | $5,003 | $6,447-22.4% | $5,638-11.3% | $6,400-21.8% |
| Admin fee / account holder | $1,270 | $18,091-93.0% | $14,675-91.3% | $11,427-88.9% |