Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,490 | $142,361-91.2% | $119,608-89.6% | $134,509-90.7% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -47.61% | -12.46%-35.1pp | -14.98%-32.6pp | 418.13%-465.7pp |
| Employer contribution / active EE | $2,436 | $5,224-53.4% | $4,232-42.5% | $4,741-48.6% |
| Participant deferral / active EE | $5,278 | $6,468-18.4% | $5,601-5.8% | $6,400-17.5% |
| Admin fee / account holder | $300 | $13,588-97.8% | $10,326-97.1% | $11,427-97.4% |