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 | $12,946 | $64,359-79.9% | $90,161-85.6% | $70,126-81.5% |
| Participation rate | 42.9% | 70.4%-27.6pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 11.62% | 28.13%-16.5pp | 34.89%-23.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,532 | $4,389-42.3% | $5,287-52.1% | $3,332-24.0% |
| Admin fee / account holder | $2,935 | $3,945-25.6% | $5,943-50.6% | $4,645-36.8% |