Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,250 | $62,589-72.4% | $76,768-77.5% | $64,173-73.1% |
| Participation rate | 37.9% | 72.8%-34.9pp | 77.0%-39.0pp | 69.6%-31.6pp |
| Annual return | -12.57% | -1.95%-10.6pp | 2.43%-15.0pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,220 | $1,832-33.4% | $2,485-50.9% | $2,381-48.8% |
| Participant deferral / active EE | $1,892 | $3,145-39.8% | $3,852-50.9% | $3,470-45.5% |
| Admin fee / account holder | $2,307 | $4,667-50.6% | $6,675-65.4% | $4,887-52.8% |