Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,809 | $59,813-81.9% | $79,580-86.4% | $68,486-84.2% |
| Participation rate | 34.9% | 61.1%-26.1pp | 69.5%-34.6pp | 67.9%-33.0pp |
| Annual return | -20.15% | -12.30%-7.9pp | 0.15%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,287 | $1,505-14.5% | $2,413-46.7% | $2,597-50.4% |
| Participant deferral / active EE | $2,153 | $3,024-28.8% | $3,985-46.0% | $4,028-46.5% |
| Admin fee / account holder | $1,607 | $4,835-66.8% | $6,835-76.5% | $5,404-70.3% |