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 | $11,261 | $39,162-71.2% | $100,671-88.8% | $59,633-81.1% |
| Participation rate | 58.7% | 55.9%+2.9pp | 70.7%-12.0pp | 68.7%-9.9pp |
| Annual return | -3.55% | 21.07%-24.6pp | 20.43%-24.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,306 | $1,151+13.5% | $4,012-67.4% | $2,203-40.7% |
| Participant deferral / active EE | $1,731 | $1,992-13.1% | $3,144-44.9% | $3,192-45.8% |
| Admin fee / account holder | $338 | $2,969-88.6% | $4,850-93.0% | $4,297-92.1% |