Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,704 | $64,729-46.4% | $112,263-69.1% | $68,490-49.3% |
| Participation rate | 53.4% | 67.2%-13.7pp | 75.1%-21.6pp | 67.9%-14.5pp |
| Annual return | -22.76% | -11.40%-11.4pp | 27.49%-50.3pp | -7.85%-14.9pp |
| Employer contribution / active EE | $1,909 | $2,746-30.5% | $3,636-47.5% | $2,597-26.5% |
| Participant deferral / active EE | $2,175 | $3,566-39.0% | $4,729-54.0% | $4,028-46.0% |
| Admin fee / account holder | $895 | $5,222-82.9% | $6,410-86.0% | $5,403-83.4% |