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 | $23,036 | $140,592-83.6% | $123,105-81.3% | $125,389-81.6% |
| Participation rate | 62.5% | 88.2%-25.7pp | 86.8%-24.3pp | 83.2%-20.7pp |
| Annual return | -52.00% | 16.80%-68.8pp | 13.22%-65.2pp | 282.24%-334.2pp |
| Employer contribution / active EE | $1,405 | $6,041-76.7% | $5,151-72.7% | $4,866-71.1% |
| Participant deferral / active EE | $3,675 | $6,980-47.4% | $6,229-41.0% | $5,352-31.3% |
| Admin fee / account holder | $41,195 | $11,198+267.9% | $9,014+357.0% | $9,541+331.8% |