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 | $4,723 | $43,338-89.1% | $59,887-92.1% | $64,173-92.6% |
| Participation rate | 65.4% | 69.2%-3.8pp | 74.7%-9.3pp | 69.6%-4.2pp |
| Annual return | -7.27% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $491 | $2,030-75.8% | $2,722-82.0% | $2,381-79.4% |
| Participant deferral / active EE | $1,323 | $2,547-48.1% | $3,402-61.1% | $3,470-61.9% |
| Admin fee / account holder | $2,294 | $3,007-23.7% | $3,591-36.1% | $4,887-53.1% |