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 | $10,334 | $77,638-86.7% | $156,551-93.4% | $62,881-83.6% |
| Participation rate | 69.4% | 71.2%-1.8pp | 84.0%-14.7pp | 69.3%+0.1pp |
| Annual return | 1.93% | 50.33%-48.4pp | 32.23%-30.3pp | 20.14%-18.2pp |
| Employer contribution / active EE | $756 | $3,444-78.0% | $5,501-86.3% | $2,281-66.9% |
| Participant deferral / active EE | $935 | $3,046-69.3% | $4,871-80.8% | $3,203-70.8% |
| Admin fee / account holder | $1,053 | $5,561-81.1% | $13,028-91.9% | $4,296-75.5% |