Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,495 | $175,231-94.6% | $149,696-93.7% | $139,466-93.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 5.11% | 166.77%-161.7pp | 134.46%-129.3pp | 373.66%-368.5pp |
| Employer contribution / active EE | $1,089 | $5,478-80.1% | $4,821-77.4% | $4,754-77.1% |
| Participant deferral / active EE | $1,989 | $6,521-69.5% | $5,682-65.0% | $6,712-70.4% |
| Admin fee / account holder | $755 | $16,155-95.3% | $13,212-94.3% | $11,409-93.4% |