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 | $10,609 | $53,777-80.3% | $134,155-92.1% | $79,858-86.7% |
| Participation rate | 43.3% | 58.8%-15.4pp | 72.2%-28.9pp | 69.6%-26.3pp |
| Annual return | 3.35% | 19.01%-15.7pp | 36.34%-33.0pp | 31.72%-28.4pp |
| Employer contribution / active EE | $525 | $1,321-60.2% | $3,705-85.8% | $2,471-78.7% |
| Participant deferral / active EE | $1,129 | $2,420-53.4% | $3,500-67.7% | $3,740-69.8% |
| Admin fee / account holder | $608 | $3,984-84.7% | $6,685-90.9% | $5,306-88.5% |