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 | $85,875 | $81,870+4.9% | $119,622-28.2% | $68,486+25.4% |
| Participation rate | 57.1% | 71.9%-14.8pp | 79.3%-22.1pp | 67.9%-10.8pp |
| Annual return | -19.41% | -23.82%+4.4pp | -14.98%-4.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,670 | $2,692-38.0% | $4,232-60.5% | $2,597-35.7% |
| Participant deferral / active EE | $4,686 | $4,148+13.0% | $5,601-16.3% | $4,028+16.3% |
| Admin fee / account holder | $2,005 | $6,583-69.5% | $10,328-80.6% | $5,404-62.9% |