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 | $16,046 | $72,404-77.8% | $110,243-85.4% | $64,173-75.0% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | -12.14% | -6.29%-5.8pp | 314.76%-326.9pp | 7.63%-19.8pp |
| Employer contribution / active EE | $666 | $2,282-70.8% | $3,827-82.6% | $2,381-72.0% |
| Participant deferral / active EE | $2,150 | $3,469-38.0% | $4,672-54.0% | $3,470-38.0% |
| Admin fee / account holder | $1,227 | $5,664-78.3% | $8,548-85.6% | $4,887-74.9% |