Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,857 | $84,464-94.2% | $61,399-92.1% | $134,509-96.4% |
| Participation rate | 12.5% | 62.2%-49.7pp | 52.6%-40.1pp | 81.2%-68.7pp |
| Annual return | -62.55% | 585.06%-647.6pp | 338.81%-401.4pp | 418.13%-480.7pp |
| Employer contribution / active EE | $50 | $1,545-96.8% | $1,159-95.7% | $4,741-98.9% |
| Participant deferral / active EE | $302 | $2,818-89.3% | $2,124-85.8% | $6,400-95.3% |
| Admin fee / account holder | $2,333 | $2,587-9.8% | $2,131+9.5% | $11,427-79.6% |