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 | $10,745 | $65,557-83.6% | $105,738-89.8% | $56,287-80.9% |
| Participation rate | 27.4% | 63.4%-36.0pp | 76.3%-49.0pp | 69.9%-42.5pp |
| Annual return | -13.99% | -1.32%-12.7pp | 6.27%-20.3pp | -9.96%-4.0pp |
| Employer contribution / active EE | $669 | $1,788-62.6% | $3,268-79.5% | $2,111-68.3% |
| Participant deferral / active EE | $1,246 | $2,418-48.5% | $4,080-69.5% | $3,350-62.8% |
| Admin fee / account holder | $684 | $561+21.7% | $6,913-90.1% | $521+31.2% |