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 | $14,832 | $74,535-80.1% | $100,712-85.3% | $82,637-82.1% |
| Participation rate | 48.0% | 61.2%-13.2pp | 69.3%-21.3pp | 68.1%-20.1pp |
| Annual return | 12.34% | 18.92%-6.6pp | 33.27%-20.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $329 | $1,503-78.1% | $2,313-85.8% | $2,552-87.1% |
| Participant deferral / active EE | $1,586 | $3,074-48.4% | $4,085-61.2% | $4,126-61.6% |
| Admin fee / account holder | $4,249 | $6,576-35.4% | $9,256-54.1% | $7,339-42.1% |