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 | $17,672 | $127,100-86.1% | $105,738-83.3% | $135,379-86.9% |
| Participation rate | 56.5% | 82.7%-26.2pp | 76.3%-19.8pp | 82.6%-26.1pp |
| Annual return | -10.89% | 4.49%-15.4pp | 6.27%-17.2pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,531 | $4,107-62.7% | $3,268-53.2% | $4,779-68.0% |
| Participant deferral / active EE | $2,969 | $5,064-41.4% | $4,080-27.2% | $5,609-47.1% |
| Admin fee / account holder | $474 | $9,087-94.8% | $6,913-93.1% | $10,828-95.6% |