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 | $12,246 | $106,005-88.4% | $92,239-86.7% | $147,585-91.7% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | -3274.45% | 50.05%-3324.5pp | 176.29%-3450.7pp | 578.58%-3853.0pp |
| Employer contribution / active EE | $1,983 | $4,333-54.2% | $3,680-46.1% | $4,876-59.3% |
| Participant deferral / active EE | $5,949 | $4,478+32.9% | $3,897+52.7% | $5,439+9.4% |
| Admin fee / account holder | $4,614 | $6,333-27.1% | $5,194-11.2% | $10,886-57.6% |