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 | $7,802 | $52,678-85.2% | $75,784-89.7% | $59,633-86.9% |
| Participation rate | 45.3% | 67.2%-21.9pp | 75.8%-30.5pp | 68.7%-23.4pp |
| Annual return | -3.16% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $856 | $2,193-61.0% | $3,323-74.2% | $2,203-61.1% |
| Participant deferral / active EE | $1,431 | $2,591-44.8% | $3,652-60.8% | $3,192-55.2% |
| Admin fee / account holder | $484 | $3,610-86.6% | $5,300-90.9% | $4,297-88.7% |