Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,830 | $65,555-77.4% | $86,216-82.8% | $75,173-80.3% |
| Participation rate | 20.5% | 60.5%-40.0pp | 69.0%-48.4pp | 67.2%-46.7pp |
| Annual return | 9.21% | 46.07%-36.9pp | 1169.42%-1160.2pp | 160.72%-151.5pp |
| Employer contribution / active EE | $520 | $1,553-66.5% | $2,382-78.1% | $2,671-80.5% |
| Participant deferral / active EE | $1,627 | $3,023-46.2% | $3,986-59.2% | $4,126-60.6% |
| Admin fee / account holder | $855 | $5,469-84.4% | $6,853-87.5% | $5,651-84.9% |