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 | $15,530 | $95,975-83.8% | $74,549-79.2% | $135,379-88.5% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -26.63% | 56.96%-83.6pp | 32.53%-59.2pp | 519.79%-546.4pp |
| Employer contribution / active EE | $473 | $2,716-82.6% | $1,961-75.9% | $4,779-90.1% |
| Participant deferral / active EE | $4,900 | $3,844+27.5% | $3,108+57.6% | $5,609-12.6% |
| Admin fee / account holder | $14,000 | $6,522+114.7% | $5,059+176.7% | $10,828+29.3% |