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 | $8,212 | $45,152-81.8% | $73,836-88.9% | $59,633-86.2% |
| Participation rate | 32.4% | 64.0%-31.6pp | 73.4%-41.0pp | 68.7%-36.2pp |
| Annual return | -3.25% | 27.40%-30.6pp | 2268.06%-2271.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $726 | $1,901-61.8% | $2,787-74.0% | $2,203-67.1% |
| Participant deferral / active EE | $1,606 | $2,573-37.6% | $3,583-55.2% | $3,192-49.7% |
| Admin fee / account holder | $1,635 | $3,515-53.5% | $4,882-66.5% | $4,297-61.9% |