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 | $8,591 | $54,355-84.2% | $82,744-89.6% | $68,486-87.5% |
| Participation rate | 46.3% | 63.9%-17.6pp | 72.6%-26.2pp | 67.9%-21.6pp |
| Annual return | -21.08% | -13.67%-7.4pp | 702.22%-723.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $562 | $2,219-74.7% | $3,008-81.3% | $2,597-78.3% |
| Participant deferral / active EE | $969 | $3,246-70.2% | $4,395-78.0% | $4,028-75.9% |
| Admin fee / account holder | $916 | $4,397-79.2% | $5,325-82.8% | $5,404-83.0% |