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 | $9,867 | $39,245-74.9% | $64,105-84.6% | $52,331-81.1% |
| Participation rate | 47.2% | 58.2%-11.1pp | 68.2%-21.0pp | 68.1%-21.0pp |
| Annual return | -15.60% | 14.79%-30.4pp | 791.24%-806.8pp | 4.54%-20.1pp |
| Employer contribution / active EE | $439 | $736-40.4% | $1,820-75.9% | $1,882-76.7% |
| Participant deferral / active EE | $1,840 | $1,992-7.6% | $2,822-34.8% | $3,022-39.1% |
| Admin fee / account holder | $1,480 | $592+149.7% | $4,499-67.1% | $592+150.1% |