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 | $8,092 | $70,418-88.5% | $96,570-91.6% | $85,847-90.6% |
| Participation rate | 33.9% | 61.8%-27.9pp | 69.8%-35.9pp | 69.3%-35.4pp |
| Annual return | 9.37% | 18.59%-9.2pp | 37.79%-28.4pp | 318.61%-309.2pp |
| Employer contribution / active EE | $662 | $1,413-53.1% | $2,357-71.9% | $2,565-74.2% |
| Participant deferral / active EE | $1,717 | $2,894-40.7% | $3,849-55.4% | $3,952-56.5% |
| Admin fee / account holder | $951 | $4,995-81.0% | $6,182-84.6% | $6,261-84.8% |