Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,509 | $64,324-82.1% | $118,914-90.3% | $79,856-85.6% |
| Participation rate | 40.0% | 64.9%-24.9pp | 75.4%-35.4pp | 69.6%-29.6pp |
| Annual return | 7.35% | 86.45%-79.1pp | 35.89%-28.5pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,157 | $1,836-37.0% | $3,264-64.6% | $2,471-53.2% |
| Participant deferral / active EE | $1,340 | $2,824-52.5% | $4,266-68.6% | $3,741-64.2% |
| Admin fee / account holder | $2,551 | $4,040-36.9% | $6,582-61.2% | $5,306-51.9% |