Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,766 | $55,446-86.0% | $155,574-95.0% | $74,429-89.6% |
| Participation rate | 26.9% | 61.9%-35.0pp | 78.2%-51.3pp | 67.2%-40.3pp |
| Annual return | 9.47% | 269.20%-259.7pp | 64.87%-55.4pp | 1368.38%-1358.9pp |
| Employer contribution / active EE | $836 | $2,266-63.1% | $4,676-82.1% | $2,625-68.2% |
| Participant deferral / active EE | $1,656 | $2,836-41.6% | $5,629-70.6% | $4,348-61.9% |
| Admin fee / account holder | $7,647 | $1,743+338.8% | $15,914-51.9% | $1,944+293.3% |