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 | $10,891 | $125,184-91.3% | $105,607-89.7% | $145,884-92.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 5.00% | 225.00%-220.0pp | 116.11%-111.1pp | 551.85%-546.9pp |
| Employer contribution / active EE | $3,538 | $3,720-4.9% | $3,167+11.7% | $4,662-24.1% |
| Participant deferral / active EE | $10,916 | $5,714+91.0% | $5,011+117.8% | $6,690+63.2% |
| Admin fee / account holder | $9,743 | $17,133-43.1% | $10,958-11.1% | $13,392-27.2% |