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 | $11,100 | $45,283-75.5% | $155,789-92.9% | $52,331-78.8% |
| Participation rate | 24.8% | 62.2%-37.4pp | 76.1%-51.3pp | 68.1%-43.3pp |
| Annual return | -3.92% | 1.80%-5.7pp | 71.54%-75.5pp | 4.54%-8.5pp |
| Employer contribution / active EE | $409 | $1,329-69.2% | $3,839-89.3% | $1,882-78.3% |
| Participant deferral / active EE | $1,096 | $2,854-61.6% | $4,798-77.2% | $3,022-63.7% |
| Admin fee / account holder | $491 | $981-50.0% | $7,477-93.4% | $592-17.1% |