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 | $33,371 | $48,314-30.9% | $67,561-50.6% | $80,925-58.8% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.2pp |
| Annual return | 10.98% | 18.28%-7.3pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $798 | $2,022-60.5% | $2,735-70.8% | $2,756-71.0% |
| Participant deferral / active EE | $2,253 | $2,927-23.0% | $4,003-43.7% | $4,299-47.6% |
| Admin fee / account holder | $4,701 | $3,690+27.4% | $4,006+17.4% | $6,940-32.3% |