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 | $20,848 | $106,749-80.5% | $145,433-85.7% | $82,448-74.7% |
| Participation rate | 59.4% | 75.6%-16.3pp | 82.1%-22.7pp | 68.1%-8.7pp |
| Annual return | 11.14% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,832 | $6,519-10.5% | $7,897-26.2% | $4,139+40.9% |
| Admin fee / account holder | $15,649 | $8,390+86.5% | $13,129+19.2% | $7,234+116.3% |