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 | $7,059 | $90,607-92.2% | $79,467-91.1% | $135,380-94.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -9.72% | 977.74%-987.5pp | 718.30%-728.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,241 | $3,068-59.6% | $2,800-55.7% | $4,779-74.0% |
| Participant deferral / active EE | $1,484 | $4,050-63.4% | $3,704-59.9% | $5,609-73.5% |
| Admin fee / account holder | $2,874 | $5,895-51.3% | $5,104-43.7% | $10,828-73.5% |