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 | $19,247 | $153,311-87.4% | $109,313-82.4% | $273,972-93.0% |
| Participation rate | 27.3% | 80.1%-52.8pp | 71.3%-44.0pp | 83.0%-55.7pp |
| Annual return | -9.41% | 29.86%-39.3pp | 22.07%-31.5pp | 41.46%-50.9pp |
| Employer contribution / active EE | $92 | $5,619-98.4% | $3,892-97.6% | $4,869-98.1% |
| Participant deferral / active EE | $341 | $3,932-91.3% | $3,166-89.2% | $5,287-93.5% |
| Admin fee / account holder | $687 | $8,076-91.5% | $5,666-87.9% | $10,133-93.2% |