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 | $71,057+95.3% | $93,654+48.2% | $80,874+71.6% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 8.00% | 11.26%-3.3pp | 133.34%-125.3pp | 35.62%-27.6pp |
| Employer contribution / active EE | $2,121 | $1,564+35.6% | $2,421-12.4% | $2,756-23.0% |
| Participant deferral / active EE | $5,112 | $4,034+26.7% | $4,413+15.9% | $4,297+19.0% |
| Admin fee / account holder | $1,189 | $6,944-82.9% | $8,282-85.6% | $6,935-82.9% |