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 | $12,984 | $53,774-75.9% | $134,162-90.3% | $79,852-83.7% |
| Participation rate | 32.3% | 58.8%-26.5pp | 72.2%-39.9pp | 69.6%-37.4pp |
| Annual return | -1.90% | 19.01%-20.9pp | 36.35%-38.2pp | 31.72%-33.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,491 | $2,420-38.4% | $3,500-57.4% | $3,740-60.1% |
| Admin fee / account holder | $1,734 | $3,985-56.5% | $6,685-74.1% | $5,306-67.3% |