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 | $8,144 | $90,320-91.0% | $59,496-86.3% | $125,388-93.5% |
| Participation rate | 60.0% | 68.3%-8.3pp | 54.6%+5.4pp | 83.2%-23.2pp |
| Annual return | -5.93% | 369.13%-375.1pp | 182.05%-188.0pp | 282.24%-288.2pp |
| Employer contribution / active EE | $211 | $1,792-88.2% | $1,153-81.7% | $4,866-95.7% |
| Participant deferral / active EE | $2,729 | $2,716+0.5% | $1,829+49.2% | $5,352-49.0% |
| Admin fee / account holder | $695 | $3,063-77.3% | $2,232-68.9% | $9,541-92.7% |