Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,536 | $91,559-71.0% | $133,978-80.2% | $79,856-66.8% |
| Participation rate | 38.6% | 73.3%-34.7pp | 79.8%-41.2pp | 69.6%-31.0pp |
| Annual return | 5.44% | 61.85%-56.4pp | 45.10%-39.7pp | 31.71%-26.3pp |
| Employer contribution / active EE | $781 | $2,384-67.2% | $3,919-80.1% | $2,471-68.4% |
| Participant deferral / active EE | $2,141 | $3,734-42.7% | $5,047-57.6% | $3,741-42.8% |
| Admin fee / account holder | $9,614 | $6,321+52.1% | $8,930+7.7% | $5,306+81.2% |