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 | $8,906 | $50,947-82.5% | $74,549-88.1% | $64,173-86.1% |
| Participation rate | 46.3% | 61.1%-14.8pp | 69.1%-22.8pp | 69.6%-23.3pp |
| Annual return | -12.17% | -1.85%-10.3pp | 32.53%-44.7pp | 7.63%-19.8pp |
| Employer contribution / active EE | $801 | $1,115-28.1% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $1,482 | $2,302-35.6% | $3,108-52.3% | $3,470-57.3% |
| Admin fee / account holder | $432 | $4,221-89.8% | $5,059-91.5% | $4,887-91.2% |