Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,186 | $65,364-81.4% | $92,909-86.9% | $72,975-83.3% |
| Participation rate | 45.2% | 68.3%-23.1pp | 76.0%-30.8pp | 69.5%-24.3pp |
| Annual return | 4.24% | 42.11%-37.9pp | 109.44%-105.2pp | 81.01%-76.8pp |
| Employer contribution / active EE | $857 | $2,594-67.0% | $3,653-76.5% | $2,440-64.9% |
| Participant deferral / active EE | $1,668 | $3,128-46.7% | $4,238-60.6% | $3,608-53.8% |
| Admin fee / account holder | $1,505 | $4,251-64.6% | $5,795-74.0% | $5,124-70.6% |