Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,209 | $97,732-90.6% | $83,831-89.0% | $135,380-93.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -12.14% | 1287.56%-1299.7pp | 850.99%-863.1pp | 519.81%-531.9pp |
| Employer contribution / active EE | $1,158 | $4,222-72.6% | $3,631-68.1% | $4,779-75.8% |
| Participant deferral / active EE | $1,722 | $4,683-63.2% | $4,082-57.8% | $5,609-69.3% |
| Admin fee / account holder | $3,170 | $6,675-52.5% | $5,479-42.1% | $10,828-70.7% |