Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,971 | $57,350-75.6% | $83,850-83.3% | $64,181-78.2% |
| Participation rate | 35.8% | 68.6%-32.8pp | 76.1%-40.3pp | 69.6%-33.7pp |
| Annual return | -14.82% | 11.38%-26.2pp | 850.92%-865.7pp | 7.63%-22.5pp |
| Employer contribution / active EE | $1,254 | $2,545-50.7% | $3,631-65.5% | $2,381-47.3% |
| Participant deferral / active EE | $2,935 | $2,993-1.9% | $4,082-28.1% | $3,470-15.4% |
| Admin fee / account holder | $896 | $4,046-77.9% | $5,478-83.6% | $4,887-81.7% |