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 | $138,754 | $71,215+94.8% | $93,696+48.1% | $80,935+71.4% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.7%-2.1pp |
| Annual return | 8.00% | 11.27%-3.3pp | 133.74%-125.7pp | 35.66%-27.7pp |
| Employer contribution / active EE | $2,121 | $1,565+35.5% | $2,422-12.4% | $2,757-23.0% |
| Participant deferral / active EE | $5,112 | $4,037+26.6% | $4,417+15.7% | $4,299+18.9% |
| Admin fee / account holder | $1,189 | $6,958-82.9% | $8,287-85.6% | $6,924-82.8% |