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 | $21,745 | $67,352-67.7% | $60,899-64.3% | $134,509-83.8% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.1%-12.0pp | 81.2%-20.1pp |
| Annual return | -22.65% | 49.99%-72.6pp | 16.92%-39.6pp | 418.13%-440.8pp |
| Employer contribution / active EE | $1,220 | $3,098-60.6% | $2,702-54.9% | $4,741-74.3% |
| Participant deferral / active EE | $2,390 | $4,539-47.3% | $3,817-37.4% | $6,400-62.7% |
| Admin fee / account holder | $946 | $4,585-79.4% | $3,225-70.7% | $11,427-91.7% |