Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,660 | $75,962-87.3% | $154,108-93.7% | $64,173-84.9% |
| Participation rate | 36.3% | 70.4%-34.2pp | 83.0%-46.8pp | 69.6%-33.3pp |
| Annual return | -14.13% | 30.32%-44.5pp | 735.21%-749.3pp | 7.63%-21.8pp |
| Employer contribution / active EE | $1,387 | $3,350-58.6% | $5,298-73.8% | $2,381-41.7% |
| Participant deferral / active EE | $965 | $3,175-69.6% | $5,081-81.0% | $3,470-72.2% |
| Admin fee / account holder | $1,823 | $5,589-67.4% | $13,411-86.4% | $4,887-62.7% |