Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,574 | $133,981-69.0% | $112,249-63.0% | $134,532-69.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -20.96% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,410 | $4,040-65.1% | $3,636-61.2% | $4,741-70.3% |
| Participant deferral / active EE | $3,099 | $5,292-41.4% | $4,729-34.5% | $6,401-51.6% |
| Admin fee / account holder | $699 | $7,492-90.7% | $6,412-89.1% | $11,429-93.9% |