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 | $24,479 | $131,835-81.4% | $108,582-77.5% | $273,972-91.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | -6.24% | -91.57%+85.3pp | -51.70%+45.5pp | 41.46%-47.7pp |
| Employer contribution / active EE | $1,580 | $4,913-67.8% | $3,758-58.0% | $4,869-67.5% |
| Participant deferral / active EE | $6,000 | $5,127+17.0% | $4,311+39.2% | $5,287+13.5% |
| Admin fee / account holder | $11,200 | $10,253+9.2% | $7,645+46.5% | $10,133+10.5% |