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 | $8,717 | $45,566-80.9% | $64,105-86.4% | $59,632-85.4% |
| Participation rate | 52.9% | 60.2%-7.2pp | 68.2%-15.2pp | 68.7%-15.7pp |
| Annual return | -6.26% | 4.95%-11.2pp | 791.24%-797.5pp | 2041.32%-2047.6pp |
| Employer contribution / active EE | $903 | $934-3.3% | $1,820-50.4% | $2,203-59.0% |
| Participant deferral / active EE | $2,242 | $2,057+9.0% | $2,822-20.5% | $3,192-29.8% |
| Admin fee / account holder | $1,619 | $3,268-50.4% | $4,499-64.0% | $4,297-62.3% |