Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,347 | $65,027-71.8% | $90,970-79.8% | $79,852-77.0% |
| Participation rate | 24.4% | 61.6%-37.2pp | 69.0%-44.6pp | 69.6%-45.2pp |
| Annual return | 0.56% | 30.45%-29.9pp | 134.58%-134.0pp | 31.72%-31.2pp |
| Employer contribution / active EE | $775 | $1,247-37.9% | $2,122-63.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,360 | $2,512-45.9% | $3,373-59.7% | $3,740-63.6% |
| Admin fee / account holder | $1,149 | $4,535-74.7% | $5,960-80.7% | $5,306-78.3% |