Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,297 | $185,312-93.9% | $161,489-93.0% | $154,746-92.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 1.09% | 103.84%-102.8pp | 89.72%-88.6pp | 172.34%-171.2pp |
| Employer contribution / active EE | $1,245 | $4,769-73.9% | $4,268-70.8% | $4,379-71.6% |
| Participant deferral / active EE | $2,171 | $6,350-65.8% | $5,630-61.4% | $6,730-67.7% |
| Admin fee / account holder | $7,986 | $18,654-57.2% | $16,006-50.1% | $14,365-44.4% |