Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $137 | $55,889-99.8% | $76,119-99.8% | $80,935-99.8% |
| Participation rate | 37.0% | 62.1%-25.0pp | 69.1%-32.0pp | 67.7%-30.6pp |
| Annual return | -119.75% | 20.58%-140.3pp | 361.25%-481.0pp | 35.66%-155.4pp |
| Employer contribution / active EE | $635 | $1,866-66.0% | $2,693-76.4% | $2,757-77.0% |
| Participant deferral / active EE | $2,227 | $3,051-27.0% | $4,259-47.7% | $4,299-48.2% |
| Admin fee / account holder | $1,053 | $5,241-79.9% | $6,421-83.6% | $6,924-84.8% |