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 | $9,038 | $92,743-90.3% | $82,744-89.1% | $134,532-93.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.91% | 946.63%-969.5pp | 702.22%-725.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,050 | $3,273-37.4% | $3,008-31.8% | $4,741-56.8% |
| Participant deferral / active EE | $2,536 | $4,802-47.2% | $4,395-42.3% | $6,401-60.4% |
| Admin fee / account holder | $2,310 | $5,977-61.4% | $5,325-56.6% | $11,429-79.8% |