Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,599 | $88,778-91.4% | $81,844-90.7% | $145,884-94.8% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -49.37% | 1033.03%-1082.4pp | 778.87%-828.2pp | 551.85%-601.2pp |
| Employer contribution / active EE | $850 | $3,087-72.5% | $2,916-70.8% | $4,662-81.8% |
| Participant deferral / active EE | $1,241 | $4,648-73.3% | $4,323-71.3% | $6,690-81.4% |
| Admin fee / account holder | $1,903 | $8,430-77.4% | $7,355-74.1% | $13,392-85.8% |