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 | $18,026 | $180,462-90.0% | $154,111-88.3% | $135,379-86.7% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | -10.86% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,548 | $6,036-74.4% | $5,298-70.8% | $4,779-67.6% |
| Participant deferral / active EE | $4,216 | $5,806-27.4% | $5,081-17.0% | $5,609-24.8% |
| Admin fee / account holder | $414 | $16,145-97.4% | $13,411-96.9% | $10,828-96.2% |