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 | $98,280 | $73,009+34.6% | $90,760+8.3% | $68,486+43.5% |
| Participation rate | 43.3% | 70.8%-27.5pp | 75.7%-32.4pp | 67.9%-24.6pp |
| Annual return | -20.64% | -13.81%-6.8pp | -12.16%-8.5pp | -7.85%-12.8pp |
| Employer contribution / active EE | $1,527 | $2,193-30.3% | $2,922-47.7% | $2,597-41.2% |
| Participant deferral / active EE | $4,450 | $3,626+22.7% | $4,565-2.5% | $4,028+10.5% |
| Admin fee / account holder | $1,290 | $5,896-78.1% | $8,444-84.7% | $5,404-76.1% |