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 | $17,855 | $99,652-82.1% | $78,778-77.3% | $147,585-87.9% |
| Participation rate | 43.8% | 76.2%-32.5pp | 69.2%-25.4pp | 82.8%-39.1pp |
| Annual return | 7.06% | 47.28%-40.2pp | 35.62%-28.6pp | 578.58%-571.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,225 | $3,664-66.6% | $2,958-58.6% | $5,439-77.5% |
| Admin fee / account holder | $1,891 | $7,155-73.6% | $5,134-63.2% | $10,886-82.6% |