Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,175 | $97,732-87.5% | $83,831-85.5% | $135,380-91.0% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -12.63% | 1287.56%-1300.2pp | 850.99%-863.6pp | 519.81%-532.4pp |
| Employer contribution / active EE | $887 | $4,222-79.0% | $3,631-75.6% | $4,779-81.4% |
| Participant deferral / active EE | $1,715 | $4,683-63.4% | $4,082-58.0% | $5,609-69.4% |
| Admin fee / account holder | $1,991 | $6,675-70.2% | $5,479-63.7% | $10,828-81.6% |