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 | $9,607 | $65,712-85.4% | $57,196-83.2% | $273,972-96.5% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | -18.13% | 22.01%-40.1pp | 14.59%-32.7pp | 41.46%-59.6pp |
| Employer contribution / active EE | $1,282 | $3,280-60.9% | $2,683-52.2% | $4,869-73.7% |
| Participant deferral / active EE | $2,461 | $3,782-34.9% | $3,096-20.5% | $5,287-53.5% |
| Admin fee / account holder | $1,561 | $4,838-67.7% | $3,141-50.3% | $10,133-84.6% |