Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,645 | $79,700-80.4% | $153,500-89.8% | $74,429-79.0% |
| Participation rate | 34.7% | 69.8%-35.1pp | 77.1%-42.4pp | 67.2%-32.5pp |
| Annual return | 11.00% | 15.07%-4.1pp | 15.70%-4.7pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $1,265 | $4,016-68.5% | $5,039-74.9% | $2,625-51.8% |
| Participant deferral / active EE | $0 | $5,315-100.0% | $6,756-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4,215 | $1,790+135.6% | $12,736-66.9% | $1,944+116.8% |