Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,495 | $134,001-90.7% | $112,258-88.9% | $134,509-90.7% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -31.41% | 47.15%-78.6pp | 27.47%-58.9pp | 418.13%-449.5pp |
| Employer contribution / active EE | $881 | $4,039-78.2% | $3,636-75.8% | $4,741-81.4% |
| Participant deferral / active EE | $3,810 | $5,291-28.0% | $4,728-19.4% | $6,400-40.5% |
| Admin fee / account holder | $1,587 | $7,491-78.8% | $6,411-75.2% | $11,427-86.1% |