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 | $9,303 | $228,352-95.9% | $185,835-95.0% | $158,966-94.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -2.52% | 40.81%-43.3pp | 35.96%-38.5pp | 302.95%-305.5pp |
| Employer contribution / active EE | $2,204 | $4,967-55.6% | $4,087-46.1% | $4,762-53.7% |
| Participant deferral / active EE | $2,204 | $6,416-65.6% | $5,633-60.9% | $5,983-63.2% |
| Admin fee / account holder | $70,857 | $11,867+497.1% | $9,502+645.7% | $11,250+529.8% |