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 | $12,214 | $75,832-83.9% | $147,617-91.7% | $59,633-79.5% |
| Participation rate | 32.1% | 71.6%-39.4pp | 84.6%-52.5pp | 68.7%-36.5pp |
| Annual return | -6.11% | 0.37%-6.5pp | 61.98%-68.1pp | 2041.45%-2047.6pp |
| Employer contribution / active EE | $1,478 | $3,485-57.6% | $5,564-73.4% | $2,203-32.9% |
| Participant deferral / active EE | $3,651 | $3,131+16.6% | $4,895-25.4% | $3,192+14.4% |
| Admin fee / account holder | $895 | $5,986-85.1% | $11,612-92.3% | $4,297-79.2% |