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 | $28,172 | $91,559-69.2% | $133,971-79.0% | $79,852-64.7% |
| Participation rate | 67.3% | 73.3%-6.0pp | 79.8%-12.5pp | 69.6%-2.3pp |
| Annual return | 8.64% | 61.85%-53.2pp | 45.09%-36.5pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,426 | $2,384-40.2% | $3,919-63.6% | $2,471-42.3% |
| Participant deferral / active EE | $3,711 | $3,734-0.6% | $5,047-26.5% | $3,740-0.8% |
| Admin fee / account holder | $401 | $6,321-93.7% | $8,929-95.5% | $5,306-92.4% |