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 | $21,143 | $71,873-70.6% | $86,698-75.6% | $68,490-69.1% |
| Participation rate | 61.9% | 72.2%-10.3pp | 76.6%-14.7pp | 67.9%-6.0pp |
| Annual return | -23.83% | 3.54%-27.4pp | 35.96%-59.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $722 | $2,173-66.8% | $2,837-74.6% | $2,597-72.2% |
| Participant deferral / active EE | $2,059 | $3,779-45.5% | $4,656-55.8% | $4,028-48.9% |
| Admin fee / account holder | $13,166 | $6,110+115.5% | $7,492+75.7% | $5,403+143.7% |