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 | $13,647 | $54,717-75.1% | $86,216-84.2% | $71,511-80.9% |
| Participation rate | 55.9% | 60.1%-4.2pp | 69.0%-13.1pp | 67.9%-12.1pp |
| Annual return | 13.16% | 20.07%-6.9pp | 1169.42%-1156.3pp | 28.86%-15.7pp |
| Employer contribution / active EE | $626 | $1,267-50.6% | $2,382-73.7% | $2,589-75.8% |
| Participant deferral / active EE | $2,302 | $3,110-26.0% | $3,986-42.2% | $4,291-46.3% |
| Admin fee / account holder | $1,428 | $1,922-25.7% | $6,853-79.2% | $1,588-10.1% |