Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,970 | $167,522-91.7% | $151,639-90.8% | $134,532-89.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -27.79% | 7.81%-35.6pp | 3.34%-31.1pp | 418.27%-446.1pp |
| Employer contribution / active EE | $2,355 | $6,828-65.5% | $6,165-61.8% | $4,741-50.3% |
| Participant deferral / active EE | $3,636 | $8,986-59.5% | $8,363-56.5% | $6,401-43.2% |
| Admin fee / account holder | $395 | $13,780-97.1% | $11,613-96.6% | $11,429-96.5% |