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 | $20,547 | $202,342-89.8% | $172,753-88.1% | $152,909-86.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 11.77% | 1029.88%-1018.1pp | 803.00%-791.2pp | 345.46%-333.7pp |
| Employer contribution / active EE | $2,359 | $5,857-59.7% | $5,144-54.1% | $4,764-50.5% |
| Participant deferral / active EE | $2,949 | $5,948-50.4% | $5,198-43.3% | $5,851-49.6% |
| Admin fee / account holder | $12,850 | $17,112-24.9% | $13,956-7.9% | $11,601+10.8% |