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 | $9,376 | $43,730-78.6% | $121,208-92.3% | $64,181-85.4% |
| Participation rate | 54.2% | 58.3%-4.1pp | 71.8%-17.5pp | 69.6%-15.3pp |
| Annual return | -8.50% | 68.94%-77.4pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $780 | $1,297-39.9% | $4,023-80.6% | $2,381-67.3% |
| Participant deferral / active EE | $1,463 | $2,281-35.8% | $3,345-56.3% | $3,470-57.8% |
| Admin fee / account holder | $1,129 | $3,502-67.8% | $5,020-77.5% | $4,887-76.9% |