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 | $9,957 | $48,078-79.3% | $78,676-87.3% | $62,881-84.2% |
| Participation rate | 58.8% | 65.2%-6.4pp | 73.6%-14.7pp | 69.3%-10.5pp |
| Annual return | 3.83% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $530 | $2,015-73.7% | $2,850-81.4% | $2,281-76.8% |
| Participant deferral / active EE | $1,222 | $2,587-52.8% | $3,517-65.2% | $3,203-61.8% |
| Admin fee / account holder | $2,410 | $3,206-24.8% | $4,510-46.6% | $4,296-43.9% |