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 | $20,224 | $98,240-79.4% | $82,312-75.4% | $147,586-86.3% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 7.93% | 30.85%-22.9pp | 25.88%-17.9pp | 578.59%-570.7pp |
| Employer contribution / active EE | $587 | $3,192-81.6% | $2,428-75.8% | $4,876-88.0% |
| Participant deferral / active EE | $1,593 | $4,383-63.7% | $3,706-57.0% | $5,439-70.7% |
| Admin fee / account holder | $4,530 | $8,563-47.1% | $5,608-19.2% | $10,886-58.4% |