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 | $8,577 | $43,333-80.2% | $59,883-85.7% | $64,181-86.6% |
| Participation rate | 25.9% | 69.2%-43.2pp | 74.7%-48.8pp | 69.6%-43.6pp |
| Annual return | -11.41% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,037 | $2,029-48.9% | $2,722-61.9% | $2,381-56.4% |
| Participant deferral / active EE | $1,738 | $2,547-31.8% | $3,402-48.9% | $3,470-49.9% |
| Admin fee / account holder | $555 | $3,006-81.5% | $3,591-84.5% | $4,887-88.6% |