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 | $17,187 | $88,707-80.6% | $74,184-76.8% | $273,972-93.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | -104.74% | 11.94%-116.7pp | 17.74%-122.5pp | 41.46%-146.2pp |
| Employer contribution / active EE | $2,702 | $3,159-14.5% | $2,370+14.0% | $4,869-44.5% |
| Participant deferral / active EE | $10,345 | $4,212+145.6% | $3,550+191.4% | $5,287+95.7% |
| Admin fee / account holder | $1,909 | $8,717-78.1% | $5,586-65.8% | $10,133-81.2% |