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 | $20,709 | $65,704-68.5% | $94,229-78.0% | $59,633-65.3% |
| Participation rate | 56.7% | 72.1%-15.5pp | 78.8%-22.1pp | 68.7%-12.0pp |
| Annual return | -4.54% | 5.22%-9.8pp | 10.68%-15.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,809 | $2,021-10.5% | $3,587-49.6% | $2,203-17.9% |
| Participant deferral / active EE | $2,791 | $3,143-11.2% | $4,320-35.4% | $3,192-12.6% |
| Admin fee / account holder | $2,623 | $4,265-38.5% | $6,269-58.2% | $4,297-39.0% |