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 | $9,673 | $55,449-82.6% | $83,850-88.5% | $56,287-82.8% |
| Participation rate | 27.1% | 68.0%-40.9pp | 76.1%-49.1pp | 69.9%-42.8pp |
| Annual return | -16.04% | -1.38%-14.7pp | 850.92%-867.0pp | -9.96%-6.1pp |
| Employer contribution / active EE | $841 | $2,430-65.4% | $3,631-76.8% | $2,111-60.2% |
| Participant deferral / active EE | $1,672 | $2,935-43.1% | $4,082-59.0% | $3,350-50.1% |
| Admin fee / account holder | $2,098 | $656+219.8% | $5,478-61.7% | $521+302.6% |