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 | $11,500 | $65,704-82.5% | $94,229-87.8% | $59,633-80.7% |
| Participation rate | 27.5% | 72.1%-44.6pp | 78.8%-51.3pp | 68.7%-41.2pp |
| Annual return | -24.83% | 5.22%-30.0pp | 10.68%-35.5pp | 2041.45%-2066.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,554 | $3,143-50.6% | $4,320-64.0% | $3,192-51.3% |
| Admin fee / account holder | $2,125 | $4,265-50.2% | $6,269-66.1% | $4,297-50.5% |