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 | $173,439 | $59,819+189.9% | $79,583+117.9% | $68,490+153.2% |
| Participation rate | 63.3% | 61.1%+2.3pp | 69.5%-6.2pp | 67.9%-4.6pp |
| Annual return | -19.76% | -12.30%-7.5pp | 0.16%-19.9pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,101 | $1,505+39.6% | $2,414-13.0% | $2,597-19.1% |
| Participant deferral / active EE | $2,876 | $3,025-4.9% | $3,986-27.9% | $4,028-28.6% |
| Admin fee / account holder | $7,184 | $4,835+48.6% | $6,835+5.1% | $5,403+33.0% |