Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,086 | $59,834-79.8% | $79,576-84.8% | $68,495-82.4% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.5%-2.8pp | 67.9%-1.2pp |
| Annual return | -21.46% | -12.30%-9.2pp | 0.15%-21.6pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,537 | $1,505+2.1% | $2,413-36.3% | $2,596-40.8% |
| Participant deferral / active EE | $2,194 | $3,024-27.4% | $3,985-44.9% | $4,028-45.5% |
| Admin fee / account holder | $553 | $4,835-88.6% | $6,834-91.9% | $5,403-89.8% |