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 | $28,266 | $45,566-38.0% | $64,105-55.9% | $59,633-52.6% |
| Participation rate | 67.9% | 60.2%+7.7pp | 68.2%-0.3pp | 68.7%-0.8pp |
| Annual return | -5.87% | 4.95%-10.8pp | 791.24%-797.1pp | 2041.40%-2047.3pp |
| Employer contribution / active EE | $838 | $934-10.3% | $1,820-54.0% | $2,203-62.0% |
| Participant deferral / active EE | $2,903 | $2,057+41.2% | $2,822+2.9% | $3,192-9.0% |
| Admin fee / account holder | $2,951 | $3,268-9.7% | $4,499-34.4% | $4,297-31.3% |