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 | $13,577 | $48,570-72.0% | $130,660-89.6% | $72,976-81.4% |
| Participation rate | 51.6% | 58.6%-6.9pp | 71.7%-20.1pp | 69.5%-17.8pp |
| Annual return | 14.21% | 38.63%-24.4pp | 1709.29%-1695.1pp | 81.02%-66.8pp |
| Employer contribution / active EE | $1,148 | $1,334-13.9% | $4,092-71.9% | $2,440-52.9% |
| Participant deferral / active EE | $1,313 | $2,384-44.9% | $3,603-63.5% | $3,608-63.6% |
| Admin fee / account holder | $874 | $3,549-75.4% | $5,463-84.0% | $5,124-82.9% |