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 | $52,064 | $133,998-61.1% | $112,263-53.6% | $134,545-61.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.81% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,164 | $4,040-71.2% | $3,636-68.0% | $4,742-75.5% |
| Participant deferral / active EE | $2,314 | $5,292-56.3% | $4,729-51.1% | $6,401-63.9% |
| Admin fee / account holder | $3,776 | $7,493-49.6% | $6,410-41.1% | $11,431-67.0% |