Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,197 | $80,763-82.4% | $102,412-86.1% | $74,459-80.9% |
| Participation rate | 34.7% | 65.7%-31.0pp | 74.5%-39.8pp | 67.2%-32.5pp |
| Annual return | 10.23% | 27.57%-17.3pp | 24.94%-14.7pp | 1369.70%-1359.5pp |
| Employer contribution / active EE | $961 | $3,160-69.6% | $3,870-75.2% | $2,626-63.4% |
| Participant deferral / active EE | $1,717 | $3,862-55.5% | $5,060-66.1% | $4,350-60.5% |
| Admin fee / account holder | $2,489 | $2,371+5.0% | $8,388-70.3% | $1,945+28.0% |