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 | $23,877 | $71,873-66.8% | $86,698-72.5% | $68,490-65.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -19.59% | 3.54%-23.1pp | 35.96%-55.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,866 | $2,173-14.1% | $2,837-34.2% | $2,597-28.1% |
| Participant deferral / active EE | $3,946 | $3,779+4.4% | $4,656-15.3% | $4,028-2.0% |
| Admin fee / account holder | $1,368 | $6,110-77.6% | $7,492-81.7% | $5,403-74.7% |