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 | $12,505 | $65,704-81.0% | $94,229-86.7% | $59,633-79.0% |
| Participation rate | 36.0% | 72.1%-36.1pp | 78.8%-42.8pp | 68.7%-32.7pp |
| Annual return | -4.60% | 5.22%-9.8pp | 10.68%-15.3pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,115 | $3,143-32.7% | $4,320-51.0% | $3,192-33.7% |
| Admin fee / account holder | $1,458 | $4,265-65.8% | $6,269-76.7% | $4,297-66.1% |