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 | $30,662 | $76,522-59.9% | $56,033-45.3% | $145,884-79.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -48.49% | 3014.28%-3062.8pp | 1711.38%-1759.9pp | 551.85%-600.3pp |
| Employer contribution / active EE | $788 | $1,382-43.0% | $1,041-24.3% | $4,662-83.1% |
| Participant deferral / active EE | $2,371 | $2,624-9.6% | $1,954+21.3% | $6,690-64.6% |
| Admin fee / account holder | $331 | $3,328-90.1% | $2,827-88.3% | $13,392-97.5% |