Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,024 | $78,013-79.5% | $178,449-91.0% | $80,911-80.2% |
| Participation rate | 60.7% | 65.7%-5.0pp | 77.1%-16.4pp | 67.6%-6.9pp |
| Annual return | 8.04% | 18.07%-10.0pp | 27.09%-19.0pp | 35.63%-27.6pp |
| Employer contribution / active EE | $1,621 | $2,287-29.1% | $3,951-59.0% | $2,756-41.2% |
| Participant deferral / active EE | $1,921 | $4,408-56.4% | $6,277-69.4% | $4,297-55.3% |
| Admin fee / account holder | $5,137 | $7,166-28.3% | $10,362-50.4% | $6,935-25.9% |