Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,976 | $183,592-78.2% | $155,567-74.3% | $145,959-72.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | -12.79% | 61.24%-74.0pp | 64.74%-77.5pp | 561.95%-574.7pp |
| Employer contribution / active EE | $6,455 | $5,315+21.5% | $4,674+38.1% | $4,661+38.5% |
| Participant deferral / active EE | $13,971 | $6,464+116.1% | $5,628+148.3% | $6,689+108.9% |
| Admin fee / account holder | $3,551 | $19,318-81.6% | $15,916-77.7% | $13,398-73.5% |