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 | $8,497 | $99,011-91.4% | $86,582-90.2% | $147,586-94.2% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 4.47% | 1312.75%-1308.3pp | 965.08%-960.6pp | 578.59%-574.1pp |
| Employer contribution / active EE | $732 | $3,132-76.6% | $2,839-74.2% | $4,876-85.0% |
| Participant deferral / active EE | $2,432 | $3,972-38.8% | $3,609-32.6% | $5,439-55.3% |
| Admin fee / account holder | $19,915 | $5,709+248.8% | $4,904+306.1% | $10,886+82.9% |