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 | $11,512 | $56,339-79.6% | $104,299-89.0% | $68,490-83.2% |
| Participation rate | 65.9% | 63.3%+2.6pp | 73.3%-7.4pp | 67.9%-2.0pp |
| Annual return | -26.11% | -9.19%-16.9pp | 24.62%-50.7pp | -7.85%-18.3pp |
| Employer contribution / active EE | $1,637 | $1,960-16.5% | $3,373-51.5% | $2,597-36.9% |
| Participant deferral / active EE | $3,692 | $3,077+20.0% | $4,626-20.2% | $4,028-8.3% |
| Admin fee / account holder | $1,204 | $4,902-75.4% | $7,339-83.6% | $5,403-77.7% |