Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,248 | $110,337-90.7% | $102,383-90.0% | $145,877-93.0% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 8.56% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $981 | $4,216-76.7% | $3,870-74.7% | $4,663-79.0% |
| Participant deferral / active EE | $2,992 | $5,621-46.8% | $5,060-40.9% | $6,691-55.3% |
| Admin fee / account holder | $11,627 | $9,750+19.3% | $8,391+38.6% | $13,402-13.2% |