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 | $10,448 | $86,050-87.9% | $189,758-94.5% | $94,015-88.9% |
| Participation rate | 51.6% | 68.9%-17.3pp | 79.8%-28.2pp | 70.8%-19.2pp |
| Annual return | 9.73% | 17.77%-8.0pp | 52.62%-42.9pp | 17.84%-8.1pp |
| Employer contribution / active EE | $1,423 | $2,819-49.5% | $4,767-70.2% | $2,790-49.0% |
| Participant deferral / active EE | $2,180 | $3,349-34.9% | $5,856-62.8% | $4,249-48.7% |
| Admin fee / account holder | $2,615 | $6,627-60.5% | $20,388-87.2% | $8,951-70.8% |