Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,743 | $94,031-77.9% | $115,768-82.1% | $82,448-74.8% |
| Participation rate | 64.1% | 70.4%-6.3pp | 74.4%-10.3pp | 68.1%-4.0pp |
| Annual return | 7.48% | 20.61%-13.1pp | 100.46%-93.0pp | 41.64%-34.2pp |
| Employer contribution / active EE | $1,490 | $2,323-35.9% | $2,940-49.3% | $2,551-41.6% |
| Participant deferral / active EE | $2,560 | $3,972-35.6% | $4,917-47.9% | $4,139-38.2% |
| Admin fee / account holder | $3,988 | $10,249-61.1% | $12,439-67.9% | $7,234-44.9% |