Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,009 | $168,635-95.3% | $147,617-94.6% | $125,389-93.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -21.74% | 77.65%-99.4pp | 61.98%-83.7pp | 282.24%-304.0pp |
| Employer contribution / active EE | $1,819 | $6,252-70.9% | $5,564-67.3% | $4,866-62.6% |
| Participant deferral / active EE | $1,863 | $5,507-66.2% | $4,895-62.0% | $5,352-65.2% |
| Admin fee / account holder | $781 | $13,580-94.2% | $11,612-93.3% | $9,541-91.8% |