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 | $20,452 | $65,027-68.5% | $90,970-77.5% | $79,852-74.4% |
| Participation rate | 46.0% | 61.6%-15.6pp | 69.0%-23.0pp | 69.6%-23.6pp |
| Annual return | 9.44% | 30.45%-21.0pp | 134.58%-125.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $558 | $1,247-55.3% | $2,122-73.7% | $2,471-77.4% |
| Participant deferral / active EE | $3,013 | $2,512+20.0% | $3,373-10.7% | $3,740-19.4% |
| Admin fee / account holder | $3,395 | $4,535-25.2% | $5,960-43.0% | $5,306-36.0% |