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 | $20,843 | $72,404-71.2% | $110,243-81.1% | $64,173-67.5% |
| Participation rate | 58.0% | 73.3%-15.3pp | 79.8%-21.8pp | 69.6%-11.6pp |
| Annual return | -7.70% | -6.29%-1.4pp | 314.76%-322.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,550 | $2,282-32.1% | $3,827-59.5% | $2,381-34.9% |
| Participant deferral / active EE | $2,394 | $3,469-31.0% | $4,672-48.8% | $3,470-31.0% |
| Admin fee / account holder | $2,978 | $5,664-47.4% | $8,548-65.2% | $4,887-39.1% |