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 | $389 | $133,998-99.7% | $112,263-99.7% | $134,545-99.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -108.64% | 47.17%-155.8pp | 27.49%-136.1pp | 418.37%-527.0pp |
| Employer contribution / active EE | $1,471 | $4,040-63.6% | $3,636-59.5% | $4,742-69.0% |
| Participant deferral / active EE | $3,749 | $5,292-29.2% | $4,729-20.7% | $6,401-41.4% |
| Admin fee / account holder | $1,135 | $7,493-84.9% | $6,410-82.3% | $11,431-90.1% |