Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,570 | $106,247-96.6% | $96,515-96.3% | $139,466-97.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 9.46% | 38.47%-29.0pp | 35.73%-26.3pp | 373.66%-364.2pp |
| Employer contribution / active EE | $829 | $4,106-79.8% | $3,740-77.8% | $4,754-82.6% |
| Participant deferral / active EE | $3,540 | $5,456-35.1% | $4,880-27.5% | $6,712-47.3% |
| Admin fee / account holder | $6,202 | $7,885-21.3% | $6,735-7.9% | $11,409-45.6% |