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 | $56,611 | $39,162+44.6% | $100,671-43.8% | $59,633-5.1% |
| Participation rate | 17.2% | 55.9%-38.6pp | 70.7%-53.5pp | 68.7%-51.4pp |
| Annual return | -2.96% | 21.07%-24.0pp | 20.43%-23.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $481 | $1,151-58.2% | $4,012-88.0% | $2,203-78.2% |
| Participant deferral / active EE | $1,570 | $1,992-21.2% | $3,144-50.1% | $3,192-50.8% |
| Admin fee / account holder | $1,954 | $2,969-34.2% | $4,850-59.7% | $4,297-54.5% |