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 | $23,715 | $138,114-82.8% | $125,391-81.1% | $134,545-82.4% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -22.84% | 750.88%-773.7pp | 572.41%-595.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $5,848 | $5,246+11.5% | $4,816+21.4% | $4,742+23.3% |
| Participant deferral / active EE | $10,304 | $7,801+32.1% | $7,448+38.3% | $6,401+61.0% |
| Admin fee / account holder | $3,015 | $11,570-73.9% | $10,009-69.9% | $11,431-73.6% |