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 | $21,438 | $61,660-65.2% | $80,022-73.2% | $64,173-66.6% |
| Participation rate | 54.1% | 71.7%-17.6pp | 75.8%-21.8pp | 69.6%-15.5pp |
| Annual return | -11.18% | -0.33%-10.8pp | 11.22%-22.4pp | 7.63%-18.8pp |
| Employer contribution / active EE | $1,009 | $1,810-44.3% | $2,468-59.1% | $2,381-57.6% |
| Participant deferral / active EE | $2,020 | $2,968-31.9% | $3,686-45.2% | $3,470-41.8% |
| Admin fee / account holder | $3,564 | $5,417-34.2% | $6,521-45.3% | $4,887-27.1% |