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 | $51,149 | $55,449-7.8% | $83,830-39.0% | $56,287-9.1% |
| Participation rate | 40.6% | 68.0%-27.4pp | 76.1%-35.6pp | 69.9%-29.3pp |
| Annual return | -8.40% | -1.38%-7.0pp | 850.97%-859.4pp | -9.96%+1.6pp |
| Employer contribution / active EE | $954 | $2,430-60.8% | $3,631-73.7% | $2,111-54.8% |
| Participant deferral / active EE | $1,833 | $2,935-37.5% | $4,082-55.1% | $3,350-45.3% |
| Admin fee / account holder | $955 | $656+45.6% | $5,479-82.6% | $521+83.3% |