Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,711 | $75,962-84.6% | $154,111-92.4% | $64,173-81.8% |
| Participation rate | 45.2% | 70.4%-25.3pp | 83.0%-37.9pp | 69.6%-24.4pp |
| Annual return | -11.46% | 30.32%-41.8pp | 735.18%-746.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $817 | $3,350-75.6% | $5,298-84.6% | $2,381-65.7% |
| Participant deferral / active EE | $1,429 | $3,175-55.0% | $5,081-71.9% | $3,470-58.8% |
| Admin fee / account holder | $1,466 | $5,589-73.8% | $13,411-89.1% | $4,887-70.0% |