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 | $14,616 | $176,688-91.7% | $130,660-88.8% | $152,909-90.4% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.5%-39.6pp |
| Annual return | 2.32% | 2693.08%-2690.8pp | 1709.29%-1707.0pp | 345.46%-343.1pp |
| Employer contribution / active EE | $915 | $5,743-84.1% | $4,092-77.6% | $4,764-80.8% |
| Participant deferral / active EE | $1,999 | $4,362-54.2% | $3,603-44.5% | $5,851-65.8% |
| Admin fee / account holder | $590 | $7,131-91.7% | $5,463-89.2% | $11,601-94.9% |