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 | $44,922 | $160,070-71.9% | $147,117-69.5% | $145,897-69.2% |
| Participation rate | 4.5% | 84.0%-79.5pp | 82.2%-77.6pp | 80.3%-75.8pp |
| Annual return | -49.13% | 98.69%-147.8pp | 420.54%-469.7pp | 552.29%-601.4pp |
| Employer contribution / active EE | $2,384 | $5,285-54.9% | $4,932-51.7% | $4,663-48.9% |
| Participant deferral / active EE | $5,840 | $8,419-30.6% | $8,065-27.6% | $6,689-12.7% |
| Admin fee / account holder | $734,556 | $15,035+4785.5% | $12,993+5553.6% | $13,390+5385.7% |