Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,247 | $162,821-96.2% | $133,978-95.3% | $158,982-96.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | -81.76% | 41.95%-123.7pp | 45.10%-126.9pp | 302.99%-384.7pp |
| Employer contribution / active EE | $1,361 | $4,976-72.6% | $3,919-65.3% | $4,763-71.4% |
| Participant deferral / active EE | $2,167 | $5,910-63.3% | $5,047-57.1% | $5,983-63.8% |
| Admin fee / account holder | $5,232 | $11,742-55.4% | $8,930-41.4% | $11,252-53.5% |