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 | $11,120 | $27,632-59.8% | $61,452-81.9% | $68,486-83.8% |
| Participation rate | 41.4% | 39.5%+1.9pp | 52.6%-11.2pp | 67.9%-26.5pp |
| Annual return | -27.07% | -13.24%-13.8pp | 338.96%-366.0pp | -7.85%-19.2pp |
| Employer contribution / active EE | $1,990 | $696+186.0% | $1,160+71.6% | $2,597-23.4% |
| Participant deferral / active EE | $2,560 | $1,264+102.6% | $2,125+20.5% | $4,028-36.4% |
| Admin fee / account holder | $480 | $2,010-76.1% | $2,131-77.5% | $5,404-91.1% |