Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,344 | $50,947+97.0% | $74,551+34.6% | $64,173+56.4% |
| Participation rate | 58.8% | 61.1%-2.2pp | 69.1%-10.3pp | 69.6%-10.7pp |
| Annual return | -9.02% | -1.85%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,082 | $1,115+86.7% | $1,961+6.2% | $2,381-12.5% |
| Participant deferral / active EE | $2,342 | $2,302+1.7% | $3,108-24.7% | $3,470-32.5% |
| Admin fee / account holder | $9,001 | $4,221+113.2% | $5,059+77.9% | $4,887+84.2% |