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 | $19,297 | $48,267-60.0% | $68,808-72.0% | $68,486-71.8% |
| Participation rate | 34.0% | 60.7%-26.7pp | 69.0%-35.0pp | 67.9%-33.9pp |
| Annual return | -23.81% | -12.70%-11.1pp | -6.37%-17.4pp | -7.85%-16.0pp |
| Employer contribution / active EE | $693 | $1,829-62.1% | $2,656-73.9% | $2,597-73.3% |
| Participant deferral / active EE | $1,737 | $2,867-39.4% | $3,942-55.9% | $4,028-56.9% |
| Admin fee / account holder | $849 | $4,362-80.5% | $4,936-82.8% | $5,404-84.3% |