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 | $11,219 | $93,346-88.0% | $71,796-84.4% | $273,972-95.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 1.01% | 130.39%-129.4pp | 78.04%-77.0pp | 41.46%-40.4pp |
| Employer contribution / active EE | $662 | $2,733-75.8% | $1,924-65.6% | $4,869-86.4% |
| Participant deferral / active EE | $5,543 | $3,475+59.5% | $2,794+98.4% | $5,287+4.8% |
| Admin fee / account holder | $7,302 | $6,571+11.1% | $4,815+51.6% | $10,133-27.9% |