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 | $4,678 | $52,678-91.1% | $75,784-93.8% | $59,633-92.2% |
| Participation rate | 59.4% | 67.2%-7.9pp | 75.8%-16.4pp | 68.7%-9.3pp |
| Annual return | -3.83% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,417 | $2,193-35.4% | $3,323-57.4% | $2,203-35.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $933 | $3,610-74.2% | $5,300-82.4% | $4,297-78.3% |