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 | $30,982 | $167,522-81.5% | $151,639-79.6% | $134,532-77.0% |
| Participation rate | 18.2% | 88.4%-70.2pp | 87.5%-69.3pp | 81.2%-63.0pp |
| Annual return | -22.86% | 7.81%-30.7pp | 3.34%-26.2pp | 418.27%-441.1pp |
| Employer contribution / active EE | $1,874 | $6,828-72.5% | $6,165-69.6% | $4,741-60.5% |
| Participant deferral / active EE | $5,771 | $8,986-35.8% | $8,363-31.0% | $6,401-9.8% |
| Admin fee / account holder | $69,813 | $13,780+406.6% | $11,613+501.2% | $11,429+510.9% |