Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,308 | $99,921-53.7% | $85,009-45.5% | $145,959-68.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | -12.16% | 83.89%-96.0pp | 66.47%-78.6pp | 561.95%-574.1pp |
| Employer contribution / active EE | $1,458 | $3,233-54.9% | $2,728-46.6% | $4,661-68.7% |
| Participant deferral / active EE | $2,131 | $5,293-59.7% | $4,522-52.9% | $6,689-68.1% |
| Admin fee / account holder | $4,199 | $7,252-42.1% | $6,153-31.8% | $13,398-68.7% |