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 | $16,041 | $150,412-89.3% | $120,574-86.7% | $145,884-89.0% |
| Participation rate | 57.1% | 78.8%-21.7pp | 71.9%-14.8pp | 80.3%-23.2pp |
| Annual return | 3.12% | 154.50%-151.4pp | 107.42%-104.3pp | 551.85%-548.7pp |
| Employer contribution / active EE | $896 | $4,355-79.4% | $3,471-74.2% | $4,662-80.8% |
| Participant deferral / active EE | $2,853 | $6,175-53.8% | $4,996-42.9% | $6,690-57.3% |
| Admin fee / account holder | $50,008 | $12,224+309.1% | $9,445+429.5% | $13,392+273.4% |