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 | $15,846 | $56,197-71.8% | $67,652-76.6% | $59,633-73.4% |
| Participation rate | 47.6% | 71.5%-23.9pp | 75.7%-28.0pp | 68.7%-21.1pp |
| Annual return | -5.23% | 18508.10%-18513.3pp | 6625.40%-6630.6pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $885 | $1,615-45.2% | $2,266-60.9% | $2,203-59.8% |
| Participant deferral / active EE | $1,462 | $2,844-48.6% | $3,560-58.9% | $3,192-54.2% |
| Admin fee / account holder | $1,470 | $3,958-62.9% | $4,821-69.5% | $4,297-65.8% |