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 | $29,871 | $88,186-66.1% | $165,071-81.9% | $74,459-59.9% |
| Participation rate | 37.9% | 73.1%-35.2pp | 78.6%-40.7pp | 67.2%-29.3pp |
| Annual return | 10.81% | 17.13%-6.3pp | 70.17%-59.4pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $849 | $2,600-67.3% | $4,347-80.5% | $2,626-67.7% |
| Participant deferral / active EE | $2,603 | $4,505-42.2% | $6,035-56.9% | $4,350-40.1% |
| Admin fee / account holder | $1,112 | $2,234-50.2% | $12,695-91.2% | $1,945-42.8% |