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 | $7,148 | $95,867-92.5% | $79,551-91.0% | $134,493-94.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -22.36% | -2.73%-19.6pp | 0.14%-22.5pp | 418.01%-440.4pp |
| Employer contribution / active EE | $1,229 | $3,128-60.7% | $2,413-49.1% | $4,740-74.1% |
| Participant deferral / active EE | $4,394 | $4,692-6.4% | $3,985+10.3% | $6,400-31.3% |
| Admin fee / account holder | $1,928 | $9,127-78.9% | $6,833-71.8% | $11,425-83.1% |