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 | $9,895 | $102,595-90.4% | $94,057-89.5% | $154,746-93.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | -16.22% | 583.42%-599.6pp | 480.62%-496.8pp | 172.34%-188.6pp |
| Employer contribution / active EE | $2,055 | $3,147-34.7% | $2,933-29.9% | $4,379-53.1% |
| Participant deferral / active EE | $1,962 | $5,118-61.7% | $4,709-58.3% | $6,730-70.8% |
| Admin fee / account holder | $1,846 | $7,736-76.1% | $7,244-74.5% | $14,365-87.1% |