Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,228 | $211,224-96.6% | $178,505-96.0% | $145,897-95.0% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 5.65% | 30.28%-24.6pp | 27.16%-21.5pp | 552.29%-546.6pp |
| Employer contribution / active EE | $851 | $4,577-81.4% | $3,955-78.5% | $4,663-81.8% |
| Participant deferral / active EE | $3,668 | $6,966-47.3% | $6,280-41.6% | $6,689-45.2% |
| Admin fee / account holder | $23,698 | $12,109+95.7% | $10,428+127.3% | $13,390+77.0% |