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 | $21,012 | $82,678-74.6% | $125,391-83.2% | $68,490-69.3% |
| Participation rate | 42.9% | 75.1%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -21.72% | -5.97%-15.8pp | 572.41%-594.1pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,452 | $3,382-57.1% | $4,816-69.8% | $2,597-44.1% |
| Participant deferral / active EE | $3,133 | $6,111-48.7% | $7,448-57.9% | $4,028-22.2% |
| Admin fee / account holder | $572 | $6,277-90.9% | $10,009-94.3% | $5,403-89.4% |