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 | $72,014 | $77,920-7.6% | $149,723-51.9% | $75,177-4.2% |
| Participation rate | 65.8% | 65.6%+0.2pp | 78.8%-13.0pp | 67.2%-1.4pp |
| Annual return | -4.48% | 31.72%-36.2pp | 134.50%-139.0pp | 160.75%-165.2pp |
| Employer contribution / active EE | $2,067 | $3,138-34.1% | $4,821-57.1% | $2,671-22.6% |
| Participant deferral / active EE | $4,084 | $3,411+19.7% | $5,682-28.1% | $4,126-1.0% |
| Admin fee / account holder | $10,594 | $5,951+78.0% | $13,215-19.8% | $5,651+87.5% |