Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,527 | $76,371-74.4% | $93,621-79.1% | $72,976-73.2% |
| Participation rate | 64.2% | 71.8%-7.5pp | 75.8%-11.6pp | 69.5%-5.3pp |
| Annual return | 13.82% | 25.82%-12.0pp | 32.76%-18.9pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,212 | $2,276-46.7% | $2,719-55.4% | $2,440-50.3% |
| Participant deferral / active EE | $2,024 | $3,538-42.8% | $4,070-50.3% | $3,608-43.9% |
| Admin fee / account holder | $759 | $6,839-88.9% | $7,890-90.4% | $5,124-85.2% |