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 | $24,535 | $83,898-70.8% | $133,346-81.6% | $94,015-73.9% |
| Participation rate | 44.8% | 63.4%-18.5pp | 72.8%-28.0pp | 70.8%-26.0pp |
| Annual return | 9.64% | 16.00%-6.4pp | 36.85%-27.2pp | 17.84%-8.2pp |
| Employer contribution / active EE | $442 | $1,821-75.7% | $2,853-84.5% | $2,790-84.2% |
| Participant deferral / active EE | $1,960 | $3,245-39.6% | $4,332-54.7% | $4,249-53.9% |
| Admin fee / account holder | $2,189 | $7,809-72.0% | $14,264-84.7% | $8,951-75.5% |