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 | $15,337 | $82,630-81.4% | $64,105-76.1% | $125,389-87.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -3.95% | 1489.72%-1493.7pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,247 | $2,671-53.3% | $1,820-31.5% | $4,866-74.4% |
| Participant deferral / active EE | $3,073 | $3,608-14.8% | $2,822+8.9% | $5,352-42.6% |
| Admin fee / account holder | $1,613 | $6,382-74.7% | $4,499-64.1% | $9,541-83.1% |