Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,889 | $142,392-86.0% | $119,622-83.4% | $134,532-85.2% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -25.01% | -12.46%-12.5pp | -14.98%-10.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $2,296 | $5,224-56.1% | $4,232-45.8% | $4,741-51.6% |
| Participant deferral / active EE | $5,814 | $6,467-10.1% | $5,601+3.8% | $6,401-9.2% |
| Admin fee / account holder | $5,077 | $13,593-62.6% | $10,328-50.8% | $11,429-55.6% |