Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $74,978 | $81,233-7.7% | $155,567-51.8% | $80,874-7.3% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | -104.74% | 33.33%-138.1pp | 64.74%-169.5pp | 35.62%-140.4pp |
| Employer contribution / active EE | $2,176 | $3,101-29.8% | $4,674-53.4% | $2,756-21.0% |
| Participant deferral / active EE | $4,339 | $3,452+25.7% | $5,628-22.9% | $4,297+1.0% |
| Admin fee / account holder | $171,235 | $7,998+2041.1% | $15,916+975.8% | $6,935+2369.1% |