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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,892 | $52,306-79.2% | $69,779-84.4% | $62,881-82.7% |
| Participation rate | 42.2% | 67.2%-25.0pp | 71.8%-29.6pp | 69.3%-27.1pp |
| Annual return | -1.89% | 13.35%-15.2pp | 12.99%-14.9pp | 20.14%-22.0pp |
| Employer contribution / active EE | $547 | $1,799-69.6% | $2,338-76.6% | $2,281-76.0% |
| Participant deferral / active EE | $1,329 | $2,395-44.5% | $2,931-54.7% | $3,203-58.5% |
| Admin fee / account holder | $795 | $3,691-78.5% | $4,381-81.9% | $4,296-81.5% |