Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,628 | $61,660-81.1% | $80,022-85.5% | $64,173-81.9% |
| Participation rate | 42.1% | 71.7%-29.6pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | -8.82% | -0.33%-8.5pp | 11.22%-20.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,056 | $1,810-41.7% | $2,468-57.2% | $2,381-55.7% |
| Participant deferral / active EE | $2,167 | $2,968-27.0% | $3,686-41.2% | $3,470-37.6% |
| Admin fee / account holder | $1,250 | $5,417-76.9% | $6,521-80.8% | $4,887-74.4% |