Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,979 | $95,917-81.3% | $79,583-77.4% | $134,545-86.6% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -23.13% | -2.70%-20.4pp | 0.16%-23.3pp | 418.37%-441.5pp |
| Employer contribution / active EE | $966 | $3,129-69.1% | $2,414-60.0% | $4,742-79.6% |
| Participant deferral / active EE | $3,108 | $4,694-33.8% | $3,986-22.0% | $6,401-51.4% |
| Admin fee / account holder | $1,970 | $9,132-78.4% | $6,835-71.2% | $11,431-82.8% |