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 | $16,514 | $176,077-90.6% | $159,455-89.6% | $167,518-90.1% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 5.73% | 331.83%-326.1pp | 263.63%-257.9pp | 478.71%-473.0pp |
| Employer contribution / active EE | $1,863 | $5,298-64.8% | $4,830-61.4% | $4,838-61.5% |
| Participant deferral / active EE | $2,821 | $7,751-63.6% | $7,353-61.6% | $6,342-55.5% |
| Admin fee / account holder | $2,734 | $12,556-78.2% | $10,800-74.7% | $12,312-77.8% |