Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,491 | $167,353-91.9% | $143,797-90.6% | $134,545-90.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -28.43% | 0.48%-28.9pp | -0.04%-28.4pp | 418.37%-446.8pp |
| Employer contribution / active EE | $1,396 | $5,620-75.2% | $4,952-71.8% | $4,742-70.6% |
| Participant deferral / active EE | $5,719 | $6,447-11.3% | $5,638+1.4% | $6,401-10.7% |
| Admin fee / account holder | $1,091 | $18,096-94.0% | $14,679-92.6% | $11,431-90.5% |