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 | $8,311 | $86,050-90.3% | $189,758-95.6% | $94,015-91.2% |
| Participation rate | 56.6% | 68.9%-12.3pp | 79.8%-23.2pp | 70.8%-14.2pp |
| Annual return | -4.45% | 17.77%-22.2pp | 52.62%-57.1pp | 17.84%-22.3pp |
| Employer contribution / active EE | $770 | $2,819-72.7% | $4,767-83.9% | $2,790-72.4% |
| Participant deferral / active EE | $1,509 | $3,349-54.9% | $5,856-74.2% | $4,249-64.5% |
| Admin fee / account holder | $2,402 | $6,627-63.7% | $20,388-88.2% | $8,951-73.2% |