Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,378 | $142,392-62.5% | $119,622-55.4% | $134,532-60.3% |
| Participation rate | 44.4% | 82.8%-38.4pp | 79.3%-34.8pp | 81.2%-36.8pp |
| Annual return | -20.11% | -12.46%-7.7pp | -14.98%-5.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $1,333 | $5,224-74.5% | $4,232-68.5% | $4,741-71.9% |
| Participant deferral / active EE | $3,967 | $6,467-38.7% | $5,601-29.2% | $6,401-38.0% |
| Admin fee / account holder | $4,814 | $13,593-64.6% | $10,328-53.4% | $11,429-57.9% |