Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,042 | $157,296-87.3% | $141,191-85.8% | $152,897-86.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 14.17% | 64.34%-50.2pp | 71.41%-57.2pp | 345.43%-331.3pp |
| Employer contribution / active EE | $2,546 | $5,262-51.6% | $4,736-46.2% | $4,764-46.6% |
| Participant deferral / active EE | $8,526 | $7,111+19.9% | $6,710+27.1% | $5,851+45.7% |
| Admin fee / account holder | $5,757 | $12,125-52.5% | $10,264-43.9% | $11,599-50.4% |