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 | $14,988 | $79,181-81.1% | $102,423-85.4% | $74,429-79.9% |
| Participation rate | 55.8% | 74.8%-19.0pp | 76.5%-20.7pp | 67.2%-11.4pp |
| Annual return | 10.83% | 54.97%-44.1pp | 29.42%-18.6pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,110 | $2,362-53.0% | $3,023-63.3% | $2,625-57.7% |
| Participant deferral / active EE | $2,405 | $4,416-45.5% | $5,054-52.4% | $4,348-44.7% |
| Admin fee / account holder | $15,832 | $2,002+690.9% | $9,455+67.5% | $1,944+714.3% |