Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,421 | $102,429-80.1% | $147,096-86.1% | $80,925-74.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.7%+1.6pp |
| Annual return | 7.95% | 135.02%-127.1pp | 419.75%-411.8pp | 35.65%-27.7pp |
| Employer contribution / active EE | $2,691 | $3,716-27.6% | $4,936-45.5% | $2,756-2.4% |
| Participant deferral / active EE | $4,045 | $6,649-39.2% | $8,071-49.9% | $4,299-5.9% |
| Admin fee / account holder | $662 | $7,957-91.7% | $13,005-94.9% | $6,940-90.5% |