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 | $13,467 | $138,102-90.2% | $125,381-89.3% | $134,532-90.0% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -26.69% | 750.73%-777.4pp | 572.31%-599.0pp | 418.27%-445.0pp |
| Employer contribution / active EE | $2,805 | $5,245-46.5% | $4,815-41.8% | $4,741-40.8% |
| Participant deferral / active EE | $5,964 | $7,801-23.5% | $7,448-19.9% | $6,401-6.8% |
| Admin fee / account holder | $1,438 | $11,568-87.6% | $10,007-85.6% | $11,429-87.4% |