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 | $21,989 | $88,672-75.2% | $105,223-79.1% | $82,448-73.3% |
| Participation rate | 53.7% | 67.9%-14.3pp | 75.0%-21.4pp | 68.1%-14.4pp |
| Annual return | -13.83% | 30.86%-44.7pp | 180.65%-194.5pp | 41.64%-55.5pp |
| Employer contribution / active EE | $1,161 | $3,048-61.9% | $3,689-68.5% | $2,551-54.5% |
| Participant deferral / active EE | $2,030 | $4,036-49.7% | $5,072-60.0% | $4,139-51.0% |
| Admin fee / account holder | $1,377 | $7,146-80.7% | $8,859-84.5% | $7,234-81.0% |