Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,691 | $54,370-69.3% | $82,763-79.8% | $68,490-75.6% |
| Participation rate | 51.1% | 63.9%-12.9pp | 72.6%-21.5pp | 67.9%-16.8pp |
| Annual return | -22.05% | -13.67%-8.4pp | 702.45%-724.5pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,188 | $2,219-46.5% | $3,008-60.5% | $2,597-54.2% |
| Participant deferral / active EE | $1,413 | $3,247-56.5% | $4,395-67.8% | $4,028-64.9% |
| Admin fee / account holder | $1,870 | $4,398-57.5% | $5,325-64.9% | $5,403-65.4% |