Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,393 | $168,636-90.3% | $147,618-88.9% | $125,388-86.9% |
| Participation rate | 47.8% | 88.8%-40.9pp | 84.6%-36.8pp | 83.2%-35.4pp |
| Annual return | -5.26% | 77.65%-82.9pp | 61.98%-67.2pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,312 | $6,252-79.0% | $5,565-76.4% | $4,866-73.0% |
| Participant deferral / active EE | $2,720 | $5,507-50.6% | $4,895-44.4% | $5,352-49.2% |
| Admin fee / account holder | $307 | $13,580-97.7% | $11,612-97.4% | $9,541-96.8% |