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 | $15,683 | $97,761-84.0% | $83,850-81.3% | $135,382-88.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -12.53% | 1287.44%-1300.0pp | 850.92%-863.5pp | 519.77%-532.3pp |
| Employer contribution / active EE | $1,605 | $4,222-62.0% | $3,631-55.8% | $4,779-66.4% |
| Participant deferral / active EE | $2,211 | $4,682-52.8% | $4,082-45.8% | $5,609-60.6% |
| Admin fee / account holder | $1,000 | $6,674-85.0% | $5,478-81.7% | $10,829-90.8% |