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 | $113,247 | $63,365+78.7% | $91,994+23.1% | $72,976+55.2% |
| Participation rate | 59.3% | 72.5%-13.3pp | 78.6%-19.4pp | 69.5%-10.2pp |
| Annual return | -3.27% | 35.35%-38.6pp | 69.04%-72.3pp | 81.02%-84.3pp |
| Employer contribution / active EE | $1,670 | $2,116-21.1% | $3,453-51.6% | $2,440-31.6% |
| Participant deferral / active EE | $4,186 | $4,883-14.3% | $5,924-29.3% | $3,608+16.0% |
| Admin fee / account holder | $1,569 | $4,670-66.4% | $7,744-79.7% | $5,124-69.4% |