Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,582 | $37,446-82.4% | $77,552-91.5% | $79,856-91.8% |
| Participation rate | 42.7% | 41.5%+1.2pp | 54.2%-11.5pp | 69.6%-27.0pp |
| Annual return | 5.56% | 39.76%-34.2pp | 54.82%-49.3pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,268 | $1,261+0.6% | $1,861-31.9% | $3,741-66.1% |
| Admin fee / account holder | $1,175 | $2,506-53.1% | $2,859-58.9% | $5,306-77.9% |