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 | $10,056 | $54,162-81.4% | $68,612-85.3% | $64,173-84.3% |
| Participation rate | 25.4% | 68.1%-42.7pp | 72.2%-46.8pp | 69.6%-44.2pp |
| Annual return | -18.96% | -1.62%-17.3pp | -4.63%-14.3pp | 7.63%-26.6pp |
| Employer contribution / active EE | $654 | $1,846-64.6% | $2,625-75.1% | $2,381-72.5% |
| Participant deferral / active EE | $1,131 | $2,626-56.9% | $3,311-65.8% | $3,470-67.4% |
| Admin fee / account holder | $483 | $4,029-88.0% | $5,131-90.6% | $4,887-90.1% |