Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,856 | $138,102-89.2% | $125,381-88.2% | $134,532-89.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -32.22% | 750.73%-782.9pp | 572.31%-604.5pp | 418.27%-450.5pp |
| Employer contribution / active EE | $1,727 | $5,245-67.1% | $4,815-64.1% | $4,741-63.6% |
| Participant deferral / active EE | $4,091 | $7,801-47.6% | $7,448-45.1% | $6,401-36.1% |
| Admin fee / account holder | $1,832 | $11,568-84.2% | $10,007-81.7% | $11,429-84.0% |