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 | $63,363 | $117,895-46.3% | $102,460-38.2% | $145,897-56.6% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -34.90% | 31.92%-66.8pp | 29.47%-64.4pp | 552.29%-587.2pp |
| Employer contribution / active EE | $4,794 | $3,619+32.5% | $3,025+58.5% | $4,663+2.8% |
| Participant deferral / active EE | $19,155 | $5,736+233.9% | $5,056+278.8% | $6,689+186.4% |
| Admin fee / account holder | $1,313,850 | $13,353+9739.6% | $9,460+13788.4% | $13,390+9711.9% |