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 | $6,132 | $83,908-92.7% | $68,509-91.0% | $125,389-95.1% |
| Participation rate | 55.6% | 78.2%-22.6pp | 74.7%-19.2pp | 83.2%-27.6pp |
| Annual return | -5.55% | 14.48%-20.0pp | 8.27%-13.8pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,092 | $3,031-64.0% | $2,278-52.1% | $4,866-77.6% |
| Participant deferral / active EE | $1,904 | $4,125-53.8% | $3,382-43.7% | $5,352-64.4% |
| Admin fee / account holder | $4,437 | $8,982-50.6% | $5,275-15.9% | $9,541-53.5% |