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 | $17,370 | $167,353-89.6% | $143,797-87.9% | $134,545-87.1% |
| Participation rate | 69.6% | 84.8%-15.3pp | 80.3%-10.8pp | 81.2%-11.7pp |
| Annual return | -27.49% | 0.48%-28.0pp | -0.04%-27.5pp | 418.37%-445.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,270 | $6,447-49.3% | $5,638-42.0% | $6,401-48.9% |
| Admin fee / account holder | $1,610 | $18,096-91.1% | $14,679-89.0% | $11,431-85.9% |