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 | $15,670 | $106,524-85.3% | $152,301-89.7% | $87,485-82.1% |
| Participation rate | 34.6% | 75.8%-41.1pp | 82.4%-47.8pp | 68.9%-34.3pp |
| Annual return | 7.34% | 26.89%-19.5pp | 80.50%-73.2pp | 26.06%-18.7pp |
| Employer contribution / active EE | $1,457 | $3,371-56.8% | $4,624-68.5% | $2,596-43.9% |
| Participant deferral / active EE | $2,540 | $6,525-61.1% | $8,004-68.3% | $4,274-40.6% |
| Admin fee / account holder | $13,265 | $8,287+60.1% | $14,398-7.9% | $7,775+70.6% |