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 | $11,450 | $75,962-84.9% | $154,111-92.6% | $64,173-82.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -15.79% | 30.32%-46.1pp | 735.18%-751.0pp | 7.63%-23.4pp |
| Employer contribution / active EE | $1,074 | $3,350-67.9% | $5,298-79.7% | $2,381-54.9% |
| Participant deferral / active EE | $1,905 | $3,175-40.0% | $5,081-62.5% | $3,470-45.1% |
| Admin fee / account holder | $1,394 | $5,589-75.1% | $13,411-89.6% | $4,887-71.5% |