Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,992 | $64,716-73.7% | $112,258-84.9% | $68,495-75.2% |
| Participation rate | 46.7% | 67.2%-20.5pp | 75.1%-28.4pp | 67.9%-21.2pp |
| Annual return | -20.61% | -11.40%-9.2pp | 27.47%-48.1pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,580 | $2,746-42.5% | $3,636-56.6% | $2,596-39.2% |
| Participant deferral / active EE | $2,884 | $3,565-19.1% | $4,728-39.0% | $4,028-28.4% |
| Admin fee / account holder | $657 | $5,232-87.4% | $6,411-89.8% | $5,403-87.8% |