Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,550 | $48,078-80.1% | $78,676-87.9% | $62,881-84.8% |
| Participation rate | 52.5% | 65.2%-12.7pp | 73.6%-21.0pp | 69.3%-16.8pp |
| Annual return | 4.42% | 31.36%-26.9pp | 62.19%-57.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $625 | $2,015-69.0% | $2,850-78.1% | $2,281-72.6% |
| Participant deferral / active EE | $989 | $2,587-61.8% | $3,517-71.9% | $3,203-69.1% |
| Admin fee / account holder | $1,223 | $3,206-61.8% | $4,510-72.9% | $4,296-71.5% |