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 | $48,459 | $59,819-19.0% | $79,583-39.1% | $68,490-29.2% |
| Participation rate | 48.9% | 61.1%-12.1pp | 69.5%-20.6pp | 67.9%-19.0pp |
| Annual return | -21.17% | -12.30%-8.9pp | 0.16%-21.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,429 | $1,505-5.1% | $2,414-40.8% | $2,597-45.0% |
| Participant deferral / active EE | $2,657 | $3,025-12.1% | $3,986-33.3% | $4,028-34.0% |
| Admin fee / account holder | $342 | $4,835-92.9% | $6,835-95.0% | $5,403-93.7% |