Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,400 | $64,719-82.4% | $112,249-89.8% | $68,486-83.4% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -26.49% | -11.40%-15.1pp | 27.48%-54.0pp | -7.85%-18.6pp |
| Employer contribution / active EE | $1,444 | $2,747-47.4% | $3,636-60.3% | $2,597-44.4% |
| Participant deferral / active EE | $3,759 | $3,565+5.4% | $4,729-20.5% | $4,028-6.7% |
| Admin fee / account holder | $923 | $5,232-82.4% | $6,412-85.6% | $5,404-82.9% |