Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,351 | $82,674-60.9% | $125,381-74.2% | $68,486-52.8% |
| Participation rate | 42.4% | 75.1%-32.6pp | 82.4%-40.0pp | 67.9%-25.5pp |
| Annual return | -20.32% | -5.97%-14.3pp | 572.31%-592.6pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,148 | $3,382-66.0% | $4,815-76.2% | $2,597-55.8% |
| Participant deferral / active EE | $2,707 | $6,111-55.7% | $7,448-63.7% | $4,028-32.8% |
| Admin fee / account holder | $979 | $6,277-84.4% | $10,007-90.2% | $5,404-81.9% |