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 | $24,881 | $76,522-67.5% | $56,033-55.6% | $145,884-82.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -59.53% | 3014.28%-3073.8pp | 1711.38%-1770.9pp | 551.85%-611.4pp |
| Employer contribution / active EE | $1,020 | $1,382-26.2% | $1,041-2.0% | $4,662-78.1% |
| Participant deferral / active EE | $1,237 | $2,624-52.8% | $1,954-36.7% | $6,690-81.5% |
| Admin fee / account holder | $562 | $3,328-83.1% | $2,827-80.1% | $13,392-95.8% |