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 | $21,892 | $94,031-76.7% | $115,768-81.1% | $82,448-73.4% |
| Participation rate | 43.8% | 70.4%-26.7pp | 74.4%-30.6pp | 68.1%-24.3pp |
| Annual return | 8.81% | 20.61%-11.8pp | 100.46%-91.6pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,875 | $3,972-52.8% | $4,917-61.9% | $4,139-54.7% |
| Admin fee / account holder | $25,627 | $10,249+150.0% | $12,439+106.0% | $7,234+254.2% |