Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,767 | $88,702-92.4% | $81,780-91.7% | $145,978-95.4% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | -11.99% | 1029.12%-1041.1pp | 776.27%-788.3pp | 550.52%-562.5pp |
| Employer contribution / active EE | $960 | $3,084-68.9% | $2,914-67.1% | $4,662-79.4% |
| Participant deferral / active EE | $1,775 | $4,645-61.8% | $4,321-58.9% | $6,690-73.5% |
| Admin fee / account holder | $988 | $8,414-88.3% | $7,384-86.6% | $13,400-92.6% |