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 | $3,138 | $40,275-92.2% | $57,356-94.5% | $59,633-94.7% |
| Participation rate | 54.4% | 69.1%-14.7pp | 75.1%-20.7pp | 68.7%-14.3pp |
| Annual return | -7.30% | 27.52%-34.8pp | 24.41%-31.7pp | 2041.45%-2048.7pp |
| Employer contribution / active EE | $569 | $1,921-70.4% | $2,689-78.9% | $2,203-74.2% |
| Participant deferral / active EE | $899 | $2,400-62.6% | $3,162-71.6% | $3,192-71.8% |
| Admin fee / account holder | $618 | $2,820-78.1% | $3,357-81.6% | $4,297-85.6% |