Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,053 | $67,396-95.5% | $60,919-95.0% | $134,545-97.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.1%-39.8pp | 81.2%-47.9pp |
| Annual return | -37.08% | 50.12%-87.2pp | 16.96%-54.0pp | 418.37%-455.5pp |
| Employer contribution / active EE | $999 | $3,101-67.8% | $2,704-63.1% | $4,742-78.9% |
| Participant deferral / active EE | $1,248 | $4,534-72.5% | $3,814-67.3% | $6,401-80.5% |
| Admin fee / account holder | $5,444 | $4,590+18.6% | $3,228+68.7% | $11,431-52.4% |