Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,084 | $121,677-89.2% | $104,625-87.5% | $158,966-91.8% |
| Participation rate | 68.4% | 77.5%-9.1pp | 74.1%-5.7pp | 82.0%-13.5pp |
| Annual return | -0.30% | 465.58%-465.9pp | 340.60%-340.9pp | 302.95%-303.2pp |
| Employer contribution / active EE | $551 | $3,165-82.6% | $2,681-79.5% | $4,762-88.4% |
| Participant deferral / active EE | $1,463 | $4,175-65.0% | $3,738-60.8% | $5,983-75.5% |
| Admin fee / account holder | $3,686 | $7,777-52.6% | $6,465-43.0% | $11,250-67.2% |