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 | $13,893 | $48,364-71.3% | $71,796-80.6% | $62,881-77.9% |
| Participation rate | 69.2% | 60.6%+8.6pp | 69.1%+0.1pp | 69.3%-0.1pp |
| Annual return | 4.40% | 13.16%-8.8pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $851 | $1,042-18.4% | $1,924-55.8% | $2,281-62.7% |
| Participant deferral / active EE | $1,753 | $2,091-16.2% | $2,794-37.3% | $3,203-45.3% |
| Admin fee / account holder | $585 | $3,771-84.5% | $4,815-87.8% | $4,296-86.4% |