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 | $20,282 | $228,395-91.1% | $185,861-89.1% | $158,982-87.2% |
| Participation rate | 53.3% | 82.3%-29.0pp | 78.0%-24.7pp | 82.0%-28.6pp |
| Annual return | -7.56% | 40.82%-48.4pp | 35.96%-43.5pp | 302.99%-310.5pp |
| Employer contribution / active EE | $1,190 | $4,968-76.1% | $4,088-70.9% | $4,763-75.0% |
| Participant deferral / active EE | $4,950 | $6,417-22.9% | $5,634-12.1% | $5,983-17.3% |
| Admin fee / account holder | $2,828 | $11,869-76.2% | $9,503-70.2% | $11,252-74.9% |