Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,924 | $70,366-97.3% | $66,674-97.1% | $138,895-98.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | -11.59% | 386.41%-398.0pp | 321.24%-332.8pp | 145.39%-157.0pp |
| Employer contribution / active EE | $1,326 | $2,765-52.0% | $2,620-49.4% | $4,194-68.4% |
| Participant deferral / active EE | $1,773 | $4,374-59.5% | $4,084-56.6% | $6,396-72.3% |
| Admin fee / account holder | $3,607 | $5,262-31.5% | $5,098-29.3% | $12,562-71.3% |