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 | $84,786 | $45,872+84.8% | $77,100+10.0% | $68,490+23.8% |
| Participation rate | 57.4% | 55.9%+1.5pp | 67.9%-10.5pp | 67.9%-10.4pp |
| Annual return | -20.55% | 1.73%-22.3pp | 42.35%-62.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $260 | $1,650-84.2% | $2,815-90.8% | $2,597-90.0% |
| Participant deferral / active EE | $2,886 | $2,963-2.6% | $4,430-34.9% | $4,028-28.4% |
| Admin fee / account holder | $13,565 | $3,041+346.0% | $5,443+149.2% | $5,403+151.1% |