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 | $23,160 | $176,786-86.9% | $146,643-84.2% | $167,536-86.2% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 3.69% | 24.04%-20.3pp | 22.75%-19.1pp | 478.82%-475.1pp |
| Employer contribution / active EE | $1,737 | $5,161-66.3% | $4,137-58.0% | $4,839-64.1% |
| Participant deferral / active EE | $2,150 | $6,440-66.6% | $5,506-61.0% | $6,342-66.1% |
| Admin fee / account holder | $103,848 | $13,262+683.1% | $10,280+910.2% | $12,315+743.3% |