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 | $77,211 | $75,959+1.6% | $154,114-49.9% | $64,181+20.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 83.0%-18.5pp | 69.6%-5.1pp |
| Annual return | -8.25% | 30.32%-38.6pp | 735.16%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,087 | $3,350-67.5% | $5,298-79.5% | $2,381-54.3% |
| Participant deferral / active EE | $2,718 | $3,175-14.4% | $5,081-46.5% | $3,470-21.7% |
| Admin fee / account holder | $12,420 | $5,589+122.2% | $13,411-7.4% | $4,887+154.1% |