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 | $10,424 | $54,162-80.8% | $68,612-84.8% | $64,173-83.8% |
| Participation rate | 69.5% | 68.1%+1.4pp | 72.2%-2.7pp | 69.6%-0.1pp |
| Annual return | -9.95% | -1.62%-8.3pp | -4.63%-5.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,332 | $1,846-27.8% | $2,625-49.2% | $2,381-44.0% |
| Participant deferral / active EE | $2,673 | $2,626+1.8% | $3,311-19.3% | $3,470-23.0% |
| Admin fee / account holder | $547 | $4,029-86.4% | $5,131-89.3% | $4,887-88.8% |