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 | $14,445 | $39,162-63.1% | $100,671-85.7% | $59,633-75.8% |
| Participation rate | 25.8% | 55.9%-30.0pp | 70.7%-44.9pp | 68.7%-42.9pp |
| Annual return | -9.33% | 21.07%-30.4pp | 20.43%-29.8pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $589 | $1,151-48.8% | $4,012-85.3% | $2,203-73.3% |
| Participant deferral / active EE | $1,858 | $1,992-6.7% | $3,144-40.9% | $3,192-41.8% |
| Admin fee / account holder | $1,064 | $2,969-64.2% | $4,850-78.1% | $4,297-75.2% |