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 | $10,767 | $95,979-88.8% | $74,551-85.6% | $135,380-92.0% |
| Participation rate | 35.3% | 75.7%-40.4pp | 69.1%-33.9pp | 82.6%-47.3pp |
| Annual return | -17.73% | 56.97%-74.7pp | 32.53%-50.3pp | 519.81%-537.5pp |
| Employer contribution / active EE | $1,286 | $2,716-52.7% | $1,961-34.4% | $4,779-73.1% |
| Participant deferral / active EE | $2,382 | $3,844-38.0% | $3,108-23.4% | $5,609-57.5% |
| Admin fee / account holder | $1,571 | $6,522-75.9% | $5,059-68.9% | $10,828-85.5% |