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 | $31,321 | $100,003-68.7% | $146,685-78.6% | $85,856-63.5% |
| Participation rate | 62.2% | 73.1%-10.8pp | 80.1%-17.9pp | 69.3%-7.1pp |
| Annual return | 7.29% | 18.93%-11.6pp | 22.75%-15.5pp | 318.58%-311.3pp |
| Employer contribution / active EE | $1,310 | $2,559-48.8% | $4,137-68.3% | $2,565-48.9% |
| Participant deferral / active EE | $2,181 | $4,006-45.6% | $5,507-60.4% | $3,952-44.8% |
| Admin fee / account holder | $42,983 | $7,704+458.0% | $10,281+318.1% | $6,261+586.6% |