Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,527 | $93,345-73.7% | $119,126-79.4% | $87,485-72.0% |
| Participation rate | 63.6% | 68.7%-5.1pp | 75.8%-12.1pp | 68.9%-5.3pp |
| Annual return | 10.92% | 19.08%-8.2pp | 282.11%-271.2pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,707 | $3,172-46.2% | $4,034-57.7% | $2,596-34.2% |
| Participant deferral / active EE | $3,907 | $4,099-4.7% | $5,318-26.5% | $4,274-8.6% |
| Admin fee / account holder | $3,386 | $8,039-57.9% | $10,693-68.3% | $7,775-56.4% |