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 | $206,289 | $81,763+152.3% | $58,561+252.3% | $139,466+47.9% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | -11.89% | 7427.77%-7439.7pp | 4251.33%-4263.2pp | 373.66%-385.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,198 | $2,555-14.0% | $1,923+14.3% | $6,712-67.3% |
| Admin fee / account holder | $2,237 | $3,273-31.7% | $2,520-11.3% | $11,409-80.4% |