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 | $5,926 | $69,012-91.4% | $160,009-96.3% | $68,486-91.3% |
| Participation rate | 34.1% | 65.4%-31.3pp | 78.0%-43.8pp | 67.9%-33.7pp |
| Annual return | -83.46% | -9.65%-73.8pp | 408.85%-492.3pp | -7.85%-75.6pp |
| Employer contribution / active EE | $885 | $2,212-60.0% | $4,225-79.0% | $2,597-65.9% |
| Participant deferral / active EE | $1,642 | $4,212-61.0% | $6,183-73.4% | $4,028-59.2% |
| Admin fee / account holder | $520 | $4,798-89.2% | $8,715-94.0% | $5,404-90.4% |