Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,347 | $76,368-94.3% | $67,681-93.6% | $154,746-97.2% |
| Participation rate | 63.6% | 79.0%-15.3pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 5.97% | 1066.77%-1060.8pp | 590.58%-584.6pp | 172.34%-166.4pp |
| Employer contribution / active EE | $901 | $3,151-71.4% | $2,678-66.3% | $4,379-79.4% |
| Participant deferral / active EE | $1,040 | $4,824-78.4% | $3,976-73.8% | $6,730-84.5% |
| Admin fee / account holder | $4,893 | $8,559-42.8% | $6,100-19.8% | $14,365-65.9% |