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 | $22,141 | $60,349-63.3% | $74,184-70.2% | $62,881-64.8% |
| Participation rate | 50.9% | 72.7%-21.9pp | 76.6%-25.7pp | 69.3%-18.4pp |
| Annual return | 3.21% | 21.38%-18.2pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $870 | $1,680-48.2% | $2,370-63.3% | $2,281-61.9% |
| Participant deferral / active EE | $1,836 | $2,856-35.7% | $3,550-48.3% | $3,203-42.7% |
| Admin fee / account holder | $35,721 | $4,261+738.4% | $5,586+539.5% | $4,296+731.5% |