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 | $17,462 | $54,541-68.0% | $78,778-77.8% | $70,126-75.1% |
| Participation rate | 58.9% | 60.8%-1.9pp | 69.2%-10.3pp | 69.5%-10.6pp |
| Annual return | 10.41% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $310 | $1,089-71.6% | $1,986-84.4% | $2,343-86.8% |
| Participant deferral / active EE | $1,397 | $2,210-36.8% | $2,958-52.8% | $3,332-58.1% |
| Admin fee / account holder | $3,443 | $3,709-7.2% | $5,134-32.9% | $4,645-25.9% |