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 | $10,071 | $84,685-88.1% | $73,836-86.4% | $125,389-92.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -5.76% | 3123.80%-3129.6pp | 2268.06%-2273.8pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,329 | $3,123-57.4% | $2,787-52.3% | $4,866-72.7% |
| Participant deferral / active EE | $1,329 | $3,993-66.7% | $3,583-62.9% | $5,352-75.2% |
| Admin fee / account holder | $5,891 | $5,694+3.5% | $4,882+20.7% | $9,541-38.3% |