Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,486 | $48,314-30.7% | $67,561-50.4% | $80,925-58.6% |
| Participation rate | 69.5% | 66.4%+3.1pp | 72.9%-3.4pp | 67.7%+1.8pp |
| Annual return | 9.99% | 18.28%-8.3pp | 3525.44%-3515.5pp | 35.65%-25.7pp |
| Employer contribution / active EE | $2,229 | $2,022+10.3% | $2,735-18.5% | $2,756-19.1% |
| Participant deferral / active EE | $3,330 | $2,927+13.8% | $4,003-16.8% | $4,299-22.5% |
| Admin fee / account holder | $2,264 | $3,690-38.6% | $4,006-43.5% | $6,940-67.4% |