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 | $22,731 | $131,835-82.8% | $108,582-79.1% | $273,972-91.7% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | -1.45% | -91.57%+90.1pp | -51.70%+50.2pp | 41.46%-42.9pp |
| Employer contribution / active EE | $1,284 | $4,913-73.9% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $1,784 | $5,127-65.2% | $4,311-58.6% | $5,287-66.3% |
| Admin fee / account holder | $5,531 | $10,253-46.1% | $7,645-27.7% | $10,133-45.4% |