Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,620 | $72,269-81.2% | $101,271-86.6% | $79,852-82.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 5.67% | 22.29%-16.6pp | 46.48%-40.8pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,282 | $2,692-52.4% | $3,660-65.0% | $2,471-48.1% |
| Participant deferral / active EE | $1,783 | $3,282-45.7% | $4,371-59.2% | $3,740-52.3% |
| Admin fee / account holder | $2,790 | $4,401-36.6% | $5,948-53.1% | $5,306-47.4% |