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 | $16,362 | $97,729-83.3% | $83,830-80.5% | $135,379-87.9% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -12.79% | 1287.52%-1300.3pp | 850.97%-863.8pp | 519.79%-532.6pp |
| Employer contribution / active EE | $1,603 | $4,222-62.0% | $3,631-55.8% | $4,779-66.4% |
| Participant deferral / active EE | $3,136 | $4,683-33.0% | $4,082-23.2% | $5,609-44.1% |
| Admin fee / account holder | $515 | $6,674-92.3% | $5,479-90.6% | $10,828-95.2% |