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 | $7,430 | $77,901-90.5% | $149,717-95.0% | $75,181-90.1% |
| Participation rate | 52.5% | 65.6%-13.1pp | 78.8%-26.3pp | 67.2%-14.7pp |
| Annual return | 9.93% | 31.73%-21.8pp | 134.41%-124.5pp | 160.69%-150.8pp |
| Employer contribution / active EE | $454 | $3,137-85.5% | $4,820-90.6% | $2,671-83.0% |
| Participant deferral / active EE | $1,107 | $3,411-67.6% | $5,682-80.5% | $4,126-73.2% |
| Admin fee / account holder | $3,076 | $5,949-48.3% | $13,213-76.7% | $5,650-45.6% |