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 | $12,573 | $65,367-80.8% | $92,915-86.5% | $72,976-82.8% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 8.38% | 42.11%-33.7pp | 109.45%-101.1pp | 81.02%-72.6pp |
| Employer contribution / active EE | $2,126 | $2,594-18.0% | $3,653-41.8% | $2,440-12.9% |
| Participant deferral / active EE | $2,977 | $3,128-4.8% | $4,238-29.8% | $3,608-17.5% |
| Admin fee / account holder | $1,040 | $4,251-75.5% | $5,796-82.0% | $5,124-79.7% |