Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,040 | $72,071-68.0% | $68,368-66.3% | $137,256-83.2% |
| Participation rate | 12.5% | 76.2%-63.7pp | 73.8%-61.3pp | 80.0%-67.5pp |
| Annual return | -4.45% | 353.14%-357.6pp | 292.57%-297.0pp | 220.34%-224.8pp |
| Employer contribution / active EE | $815 | $2,788-70.8% | $2,649-69.2% | $4,156-80.4% |
| Participant deferral / active EE | $961 | $4,410-78.2% | $4,123-76.7% | $6,407-85.0% |
| Admin fee / account holder | $2,169 | $5,336-59.3% | $5,150-57.9% | $12,270-82.3% |