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 | $10,980 | $135,645-91.9% | $110,243-90.0% | $135,380-91.9% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | -12.54% | 513.24%-525.8pp | 314.76%-327.3pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,498 | $4,907-69.5% | $3,827-60.9% | $4,779-68.7% |
| Participant deferral / active EE | $2,448 | $5,507-55.6% | $4,672-47.6% | $5,609-56.4% |
| Admin fee / account holder | $335 | $11,458-97.1% | $8,548-96.1% | $10,828-96.9% |