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 | $19,804 | $78,668-74.8% | $109,152-81.9% | $85,854-76.9% |
| Participation rate | 44.0% | 68.3%-24.3pp | 75.9%-31.9pp | 69.3%-25.3pp |
| Annual return | 9.14% | 25.09%-15.9pp | 25.75%-16.6pp | 318.56%-309.4pp |
| Employer contribution / active EE | $1,082 | $2,733-60.4% | $3,722-70.9% | $2,565-57.8% |
| Participant deferral / active EE | $2,261 | $3,467-34.8% | $4,653-51.4% | $3,952-42.8% |
| Admin fee / account holder | $489 | $5,469-91.1% | $6,753-92.8% | $6,260-92.2% |