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 | $15,476 | $100,811-84.6% | $86,698-82.1% | $134,545-88.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -31.15% | 29.11%-60.3pp | 35.96%-67.1pp | 418.37%-449.5pp |
| Employer contribution / active EE | $2,630 | $3,490-24.6% | $2,837-7.3% | $4,742-44.5% |
| Participant deferral / active EE | $2,630 | $5,339-50.7% | $4,656-43.5% | $6,401-58.9% |
| Admin fee / account holder | $2,135 | $10,926-80.5% | $7,492-71.5% | $11,431-81.3% |