Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,478 | $124,425-97.2% | $112,040-96.9% | $137,256-97.5% |
| Participation rate | 12.5% | 79.3%-66.8pp | 76.5%-64.0pp | 80.0%-67.5pp |
| Annual return | 7.66% | 24.72%-17.1pp | 24.52%-16.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $1,254 | $3,411-63.2% | $2,954-57.5% | $4,156-69.8% |
| Participant deferral / active EE | $2,070 | $5,718-63.8% | $5,098-59.4% | $6,407-67.7% |
| Admin fee / account holder | $38,600 | $15,207+153.8% | $12,098+219.1% | $12,270+214.6% |