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 | $81,486 | $45,872+77.6% | $77,081+5.7% | $68,495+19.0% |
| Participation rate | 40.6% | 55.9%-15.3pp | 67.9%-27.3pp | 67.9%-27.3pp |
| Annual return | -30.03% | 1.73%-31.8pp | 42.33%-72.4pp | -7.84%-22.2pp |
| Employer contribution / active EE | $805 | $1,650-51.2% | $2,813-71.4% | $2,596-69.0% |
| Participant deferral / active EE | $2,071 | $2,963-30.1% | $4,428-53.2% | $4,028-48.6% |
| Admin fee / account holder | $467 | $3,041-84.6% | $5,427-91.4% | $5,403-91.4% |