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 | $4,659 | $103,949-95.5% | $69,182-93.3% | $273,972-98.3% |
| Participation rate | 28.6% | 67.4%-38.8pp | 55.1%-26.5pp | 83.0%-54.4pp |
| Annual return | -34.59% | 35.28%-69.9pp | -21.93%-12.7pp | 41.46%-76.0pp |
| Employer contribution / active EE | $321 | $1,783-82.0% | $1,206-73.4% | $4,869-93.4% |
| Participant deferral / active EE | $580 | $2,716-78.6% | $1,897-69.4% | $5,287-89.0% |
| Admin fee / account holder | $1,460 | $3,671-60.2% | $2,697-45.9% | $10,133-85.6% |