Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,340 | $57,350-78.5% | $83,850-85.3% | $64,181-80.8% |
| Participation rate | 27.6% | 68.6%-41.0pp | 76.1%-48.6pp | 69.6%-42.0pp |
| Annual return | -16.53% | 11.38%-27.9pp | 850.92%-867.5pp | 7.63%-24.2pp |
| Employer contribution / active EE | $1,026 | $2,545-59.7% | $3,631-71.7% | $2,381-56.9% |
| Participant deferral / active EE | $1,809 | $2,993-39.6% | $4,082-55.7% | $3,470-47.9% |
| Admin fee / account holder | $631 | $4,046-84.4% | $5,478-88.5% | $4,887-87.1% |