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 | $19,699 | $153,311-87.2% | $109,313-82.0% | $273,972-92.8% |
| Participation rate | 9.5% | 80.1%-70.6pp | 71.3%-61.7pp | 83.0%-73.5pp |
| Annual return | -1.24% | 29.86%-31.1pp | 22.07%-23.3pp | 41.46%-42.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,273 | $3,932-67.6% | $3,166-59.8% | $5,287-75.9% |
| Admin fee / account holder | $1,319 | $8,076-83.7% | $5,666-76.7% | $10,133-87.0% |