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 | $55,600 | $90,486-38.6% | $78,676-29.3% | $273,972-79.7% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | -2.43% | 75.62%-78.0pp | 62.19%-64.6pp | 41.46%-43.9pp |
| Employer contribution / active EE | $365 | $3,175-88.5% | $2,850-87.2% | $4,869-92.5% |
| Participant deferral / active EE | $1,460 | $3,901-62.6% | $3,517-58.5% | $5,287-72.4% |
| Admin fee / account holder | $469 | $5,263-91.1% | $4,510-89.6% | $10,133-95.4% |