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 | $15,219 | $76,551-80.1% | $123,894-87.7% | $62,881-75.8% |
| Participation rate | 41.9% | 73.0%-31.0pp | 81.4%-39.5pp | 69.3%-27.4pp |
| Annual return | 4.57% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $888 | $2,882-69.2% | $4,617-80.8% | $2,281-61.1% |
| Participant deferral / active EE | $2,616 | $4,840-46.0% | $5,984-56.3% | $3,203-18.3% |
| Admin fee / account holder | $2,808 | $4,826-41.8% | $8,357-66.4% | $4,296-34.6% |