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 | $7,049 | $87,016-91.9% | $63,244-88.9% | $125,388-94.4% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.0%-31.0pp | 83.2%-43.2pp |
| Annual return | -108.97% | 21.71%-130.7pp | -70.31%-38.7pp | 282.24%-391.2pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,880 | $3,939-26.9% | $2,953-2.5% | $5,352-46.2% |
| Admin fee / account holder | $1,695 | $11,954-85.8% | $5,893-71.2% | $9,541-82.2% |