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 | $13,235 | $84,236-84.3% | $170,435-92.2% | $70,126-81.1% |
| Participation rate | 38.0% | 70.8%-32.8pp | 83.6%-45.6pp | 69.5%-31.5pp |
| Annual return | 7.79% | 23.06%-15.3pp | 205.94%-198.2pp | 73.15%-65.4pp |
| Employer contribution / active EE | $733 | $3,387-78.4% | $5,432-86.5% | $2,343-68.7% |
| Participant deferral / active EE | $1,321 | $3,086-57.2% | $4,939-73.3% | $3,332-60.3% |
| Admin fee / account holder | $9,094 | $5,698+59.6% | $13,881-34.5% | $4,645+95.8% |