Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,616 | $65,557-91.4% | $105,738-94.7% | $56,287-90.0% |
| Participation rate | 55.4% | 63.4%-8.0pp | 76.3%-21.0pp | 69.9%-14.5pp |
| Annual return | -19.13% | -1.32%-17.8pp | 6.27%-25.4pp | -9.96%-9.2pp |
| Employer contribution / active EE | $1,033 | $1,788-42.2% | $3,268-68.4% | $2,111-51.1% |
| Participant deferral / active EE | $1,659 | $2,418-31.4% | $4,080-59.3% | $3,350-50.5% |
| Admin fee / account holder | $391 | $561-30.4% | $6,913-94.3% | $521-25.0% |