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 | $33,399 | $81,668-59.1% | $58,507-42.9% | $139,487-76.1% |
| Participation rate | 4.8% | 61.3%-56.6pp | 50.9%-46.1pp | 80.3%-75.6pp |
| Annual return | -8.74% | 7430.07%-7438.8pp | 4252.32%-4261.1pp | 373.84%-382.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $236 | $2,554-90.8% | $1,922-87.7% | $6,713-96.5% |
| Admin fee / account holder | $7,612 | $3,212+137.0% | $2,486+206.2% | $11,407-33.3% |