Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,000 | $97,729-31.4% | $83,830-20.1% | $135,379-50.5% |
| Participation rate | 23.1% | 80.0%-56.9pp | 76.1%-53.1pp | 82.6%-59.6pp |
| Annual return | -49.83% | 1287.52%-1337.3pp | 850.97%-900.8pp | 519.79%-569.6pp |
| Employer contribution / active EE | $4,765 | $4,222+12.9% | $3,631+31.2% | $4,779-0.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,589 | $6,674+43.7% | $5,479+75.0% | $10,828-11.4% |