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 | $120,310 | $73,848+62.9% | $143,799-16.3% | $68,486+75.7% |
| Participation rate | 55.6% | 66.7%-11.1pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -21.41% | 0.91%-22.3pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,726 | $3,184-45.8% | $4,952-65.1% | $2,597-33.5% |
| Participant deferral / active EE | $4,920 | $3,385+45.4% | $5,638-12.7% | $4,028+22.2% |
| Admin fee / account holder | $618 | $5,755-89.3% | $14,677-95.8% | $5,404-88.6% |