Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $113,341 | $58,600+93.4% | $83,327+36.0% | $64,173+76.6% |
| Participation rate | 64.7% | 72.0%-7.3pp | 77.8%-13.1pp | 69.6%-4.9pp |
| Annual return | -8.29% | 9.66%-17.9pp | 10.64%-18.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,262 | $2,098+7.8% | $3,379-33.1% | $2,381-5.0% |
| Participant deferral / active EE | $5,627 | $4,656+20.9% | $5,565+1.1% | $3,470+62.2% |
| Admin fee / account holder | $4,867 | $9,282-47.6% | $7,540-35.5% | $4,887-0.4% |