Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,485 | $39,798-73.7% | $67,704-84.5% | $59,633-82.4% |
| Participation rate | 58.2% | 57.4%+0.9pp | 67.5%-9.3pp | 68.7%-10.4pp |
| Annual return | -3.54% | 89.94%-93.5pp | 25.41%-29.0pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $1,341 | $1,393-3.7% | $2,559-47.6% | $2,203-39.1% |
| Participant deferral / active EE | $2,130 | $2,335-8.8% | $3,585-40.6% | $3,192-33.2% |
| Admin fee / account holder | $828 | $3,212-74.2% | $4,255-80.5% | $4,297-80.7% |