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 | $10,691 | $53,774-80.1% | $134,162-92.0% | $79,856-86.6% |
| Participation rate | 43.2% | 58.8%-15.6pp | 72.2%-29.0pp | 69.6%-26.5pp |
| Annual return | 9.37% | 19.01%-9.6pp | 36.35%-27.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $340 | $1,322-74.3% | $3,705-90.8% | $2,471-86.3% |
| Participant deferral / active EE | $1,009 | $2,420-58.3% | $3,500-71.2% | $3,741-73.0% |
| Admin fee / account holder | $350 | $3,985-91.2% | $6,685-94.8% | $5,306-93.4% |