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 | $8,004 | $54,162-85.2% | $68,612-88.3% | $64,173-87.5% |
| Participation rate | 38.8% | 68.1%-29.3pp | 72.2%-33.5pp | 69.6%-30.8pp |
| Annual return | -16.03% | -1.62%-14.4pp | -4.63%-11.4pp | 7.63%-23.7pp |
| Employer contribution / active EE | $734 | $1,846-60.2% | $2,625-72.0% | $2,381-69.2% |
| Participant deferral / active EE | $1,342 | $2,626-48.9% | $3,311-59.5% | $3,470-61.3% |
| Admin fee / account holder | $794 | $4,029-80.3% | $5,131-84.5% | $4,887-83.8% |