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 | $62,837 | $105,866-40.6% | $90,766-30.8% | $134,545-53.3% |
| Participation rate | 42.9% | 78.3%-35.4pp | 75.7%-32.8pp | 81.2%-38.4pp |
| Annual return | -25.08% | -10.99%-14.1pp | -12.16%-12.9pp | 418.37%-443.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,333 | $5,217+193.9% | $4,565+235.9% | $6,401+139.5% |
| Admin fee / account holder | $7,509 | $13,938-46.1% | $8,446-11.1% | $11,431-34.3% |