Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,077 | $167,504-74.3% | $151,628-71.6% | $134,509-68.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -23.36% | 7.81%-31.2pp | 3.34%-26.7pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,820 | $6,828-73.3% | $6,165-70.5% | $4,741-61.6% |
| Participant deferral / active EE | $11,730 | $8,985+30.6% | $8,363+40.3% | $6,400+83.3% |
| Admin fee / account holder | $4,160 | $13,779-69.8% | $11,613-64.2% | $11,427-63.6% |