Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,077 | $52,507-73.2% | $129,406-89.1% | $74,478-81.1% |
| Participation rate | 52.2% | 53.9%-1.7pp | 69.6%-17.4pp | 67.2%-15.0pp |
| Annual return | 10.82% | 15.64%-4.8pp | 9468.18%-9457.4pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $556 | $1,534-63.8% | $4,155-86.6% | $2,626-78.8% |
| Participant deferral / active EE | $1,176 | $2,801-58.0% | $4,167-71.8% | $4,350-73.0% |
| Admin fee / account holder | $915 | $2,639-65.3% | $7,689-88.1% | $1,946-53.0% |