Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,141 | $100,805-83.0% | $86,698-80.2% | $134,532-87.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -124.63% | 29.09%-153.7pp | 35.95%-160.6pp | 418.27%-542.9pp |
| Employer contribution / active EE | $880 | $3,490-74.8% | $2,837-69.0% | $4,741-81.4% |
| Participant deferral / active EE | $6,076 | $5,339+13.8% | $4,656+30.5% | $6,401-5.1% |
| Admin fee / account holder | $12,483 | $10,925+14.3% | $7,493+66.6% | $11,429+9.2% |