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 | $17,395 | $52,507-66.9% | $129,406-86.6% | $74,478-76.6% |
| Participation rate | 33.6% | 53.9%-20.3pp | 69.6%-36.0pp | 67.2%-33.6pp |
| Annual return | 10.55% | 15.64%-5.1pp | 9468.18%-9457.6pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $422 | $1,534-72.5% | $4,155-89.8% | $2,626-83.9% |
| Participant deferral / active EE | $1,031 | $2,801-63.2% | $4,167-75.3% | $4,350-76.3% |
| Admin fee / account holder | $1,146 | $2,639-56.6% | $7,689-85.1% | $1,946-41.1% |