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 | $3,621 | $54,357-93.3% | $82,706-95.6% | $68,495-94.7% |
| Participation rate | 57.1% | 63.9%-6.8pp | 72.6%-15.4pp | 67.9%-10.7pp |
| Annual return | -20.78% | -13.67%-7.1pp | 701.76%-722.5pp | -7.84%-12.9pp |
| Employer contribution / active EE | $417 | $2,218-81.2% | $3,007-86.1% | $2,596-83.9% |
| Participant deferral / active EE | $935 | $3,246-71.2% | $4,394-78.7% | $4,028-76.8% |
| Admin fee / account holder | $521 | $4,396-88.2% | $5,329-90.2% | $5,403-90.4% |