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 | $9,245 | $48,053-80.8% | $84,637-89.1% | $72,976-87.3% |
| Participation rate | 47.4% | 57.6%-10.2pp | 68.2%-20.8pp | 69.5%-22.1pp |
| Annual return | 16.38% | 37.39%-21.0pp | 258.82%-242.4pp | 81.02%-64.6pp |
| Employer contribution / active EE | $271 | $1,602-83.1% | $2,653-89.8% | $2,440-88.9% |
| Participant deferral / active EE | $807 | $2,681-69.9% | $3,900-79.3% | $3,608-77.6% |
| Admin fee / account holder | $1,444 | $3,395-57.5% | $4,914-70.6% | $5,124-71.8% |