Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,627 | $100,805-89.5% | $86,698-87.7% | $134,532-92.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.83% | 29.09%-49.9pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,506 | $5,339-53.1% | $4,656-46.2% | $6,401-60.9% |
| Admin fee / account holder | $1,493 | $10,925-86.3% | $7,493-80.1% | $11,429-86.9% |