Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,414 | $199,109-92.3% | $173,730-91.1% | $154,746-90.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 4.18% | 20.02%-15.8pp | 19.96%-15.8pp | 172.34%-168.2pp |
| Employer contribution / active EE | $12,026 | $5,311+126.4% | $4,577+162.7% | $4,379+174.6% |
| Participant deferral / active EE | $8,688 | $7,113+22.1% | $6,326+37.3% | $6,730+29.1% |
| Admin fee / account holder | $122,144 | $20,916+484.0% | $17,523+597.0% | $14,365+750.3% |