Sign up free to preview peer percentile detail
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 | $31,959 | $111,878-71.4% | $93,727-65.9% | $145,897-78.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | -8.56% | 204.28%-212.8pp | 133.83%-142.4pp | 552.29%-560.8pp |
| Employer contribution / active EE | $1,400 | $3,092-54.7% | $2,421-42.2% | $4,663-70.0% |
| Participant deferral / active EE | $5,452 | $4,920+10.8% | $4,417+23.4% | $6,689-18.5% |
| Admin fee / account holder | $397 | $10,256-96.1% | $8,292-95.2% | $13,390-97.0% |