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 | $8,140 | $174,379-95.3% | $152,093-94.6% | $138,895-94.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 5.76% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.6pp |
| Employer contribution / active EE | $9,389 | $4,652+101.8% | $4,175+124.9% | $4,194+123.9% |
| Participant deferral / active EE | $5,677 | $6,159-7.8% | $5,451+4.1% | $6,396-11.3% |
| Admin fee / account holder | $644,266 | $16,880+3716.7% | $14,497+4344.3% | $12,562+5028.6% |