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 | $100,209 | $102,696-2.4% | $86,235+16.2% | $139,487-28.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -4.60% | 1925.91%-1930.5pp | 1170.03%-1174.6pp | 373.84%-378.4pp |
| Employer contribution / active EE | $2,634 | $3,034-13.2% | $2,381+10.6% | $4,755-44.6% |
| Participant deferral / active EE | $5,929 | $4,679+26.7% | $3,987+48.7% | $6,713-11.7% |
| Admin fee / account holder | $275,255 | $8,667+3075.9% | $6,856+3915.0% | $11,407+2313.0% |