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 | $19,648 | $232,540-91.6% | $185,117-89.4% | $147,586-86.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 4.95% | 43.03%-38.1pp | 40.50%-35.5pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,520 | $5,195-70.7% | $4,182-63.7% | $4,876-68.8% |
| Participant deferral / active EE | $3,610 | $5,834-38.1% | $5,045-28.4% | $5,439-33.6% |
| Admin fee / account holder | $10,832 | $10,275+5.4% | $8,159+32.7% | $10,886-0.5% |