Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,311 | $103,038-84.2% | $90,324-81.9% | $152,909-89.3% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | -23.15% | 95.25%-118.4pp | 78.15%-101.3pp | 345.46%-368.6pp |
| Employer contribution / active EE | $958 | $3,141-69.5% | $2,856-66.4% | $4,764-79.9% |
| Participant deferral / active EE | $2,380 | $4,282-44.4% | $3,885-38.7% | $5,851-59.3% |
| Admin fee / account holder | $53,854 | $6,177+771.8% | $5,356+905.6% | $11,601+364.2% |