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 | $2,939 | $58,241-95.0% | $81,780-96.4% | $80,911-96.4% |
| Participation rate | 7.4% | 63.4%-56.0pp | 72.4%-65.0pp | 67.6%-60.2pp |
| Annual return | 9.54% | 41.73%-32.2pp | 776.27%-766.7pp | 35.63%-26.1pp |
| Employer contribution / active EE | $884 | $2,343-62.3% | $2,914-69.6% | $2,756-67.9% |
| Participant deferral / active EE | $933 | $3,283-71.6% | $4,321-78.4% | $4,297-78.3% |
| Admin fee / account holder | $877 | $4,973-82.4% | $7,384-88.1% | $6,935-87.4% |