Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,316 | $67,411-78.8% | $91,004-84.3% | $70,131-79.6% |
| Participation rate | 59.5% | 71.4%-11.8pp | 75.6%-16.1pp | 69.5%-10.0pp |
| Annual return | 7.89% | -40.16%+48.1pp | 4.60%+3.3pp | 73.14%-65.3pp |
| Employer contribution / active EE | $633 | $1,786-64.5% | $2,456-74.2% | $2,342-73.0% |
| Participant deferral / active EE | $1,896 | $2,823-32.8% | $3,548-46.5% | $3,332-43.1% |
| Admin fee / account holder | $652 | $4,236-84.6% | $5,417-88.0% | $4,645-86.0% |