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 | $11,716 | $45,123-74.0% | $85,240-86.3% | $74,478-84.3% |
| Participation rate | 36.2% | 49.4%-13.2pp | 67.5%-31.3pp | 67.2%-31.0pp |
| Annual return | 8.08% | 26.32%-18.2pp | 66.75%-58.7pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $644 | $1,459-55.9% | $2,735-76.5% | $2,626-75.5% |
| Participant deferral / active EE | $1,105 | $2,736-59.6% | $4,527-75.6% | $4,350-74.6% |
| Admin fee / account holder | $1,045 | $2,215-52.8% | $6,165-83.0% | $1,946-46.3% |