Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $78,922 | $71,878+9.8% | $86,698-9.0% | $68,486+15.2% |
| Participation rate | 57.7% | 72.2%-14.6pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | -21.12% | 3.53%-24.7pp | 35.95%-57.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,559 | $2,173-28.3% | $2,837-45.1% | $2,597-40.0% |
| Participant deferral / active EE | $3,427 | $3,779-9.3% | $4,656-26.4% | $4,028-14.9% |
| Admin fee / account holder | $670 | $6,113-89.0% | $7,493-91.1% | $5,404-87.6% |