Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,457 | $81,870-75.0% | $119,622-82.9% | $68,486-70.1% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -18.97% | -23.82%+4.9pp | -14.98%-4.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,733 | $2,692-35.6% | $4,232-59.1% | $2,597-33.3% |
| Participant deferral / active EE | $2,985 | $4,148-28.0% | $5,601-46.7% | $4,028-25.9% |
| Admin fee / account holder | $993 | $6,583-84.9% | $10,328-90.4% | $5,404-81.6% |