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 | $4,919 | $86,050-94.3% | $189,758-97.4% | $94,015-94.8% |
| Participation rate | 69.8% | 68.9%+0.9pp | 79.8%-10.0pp | 70.8%-1.1pp |
| Annual return | 8.95% | 17.77%-8.8pp | 52.62%-43.7pp | 17.84%-8.9pp |
| Employer contribution / active EE | $462 | $2,819-83.6% | $4,767-90.3% | $2,790-83.4% |
| Participant deferral / active EE | $1,354 | $3,349-59.6% | $5,856-76.9% | $4,249-68.1% |
| Admin fee / account holder | $832 | $6,627-87.4% | $20,388-95.9% | $8,951-90.7% |