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 | $15,755 | $50,812-69.0% | $155,602-89.9% | $77,692-79.7% |
| Participation rate | 19.3% | 63.1%-43.8pp | 78.2%-58.9pp | 70.6%-51.3pp |
| Annual return | 11.45% | 34.85%-23.4pp | 64.81%-53.4pp | 31.25%-19.8pp |
| Employer contribution / active EE | $513 | $1,989-74.2% | $4,675-89.0% | $2,726-81.2% |
| Participant deferral / active EE | $972 | $2,822-65.6% | $5,629-82.7% | $4,648-79.1% |
| Admin fee / account holder | $2,217 | $436+408.3% | $15,923-86.1% | $431+414.9% |