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 | $110,250 | $133,998-17.7% | $112,263-1.8% | $134,545-18.1% |
| Participation rate | 35.3% | 78.6%-43.3pp | 75.1%-39.8pp | 81.2%-45.9pp |
| Annual return | -20.66% | 47.17%-67.8pp | 27.49%-48.2pp | 418.37%-439.0pp |
| Employer contribution / active EE | $1,044 | $4,040-74.2% | $3,636-71.3% | $4,742-78.0% |
| Participant deferral / active EE | $1,657 | $5,292-68.7% | $4,729-65.0% | $6,401-74.1% |
| Admin fee / account holder | $735 | $7,493-90.2% | $6,410-88.5% | $11,431-93.6% |