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 | $17,436 | $81,870-78.7% | $119,634-85.4% | $68,490-74.5% |
| Participation rate | 55.2% | 71.9%-16.7pp | 79.3%-24.1pp | 67.9%-12.7pp |
| Annual return | -19.55% | -23.82%+4.3pp | -14.98%-4.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,927 | $2,692-28.4% | $4,232-54.5% | $2,597-25.8% |
| Participant deferral / active EE | $3,400 | $4,148-18.0% | $5,601-39.3% | $4,028-15.6% |
| Admin fee / account holder | $715 | $6,583-89.1% | $10,329-93.1% | $5,403-86.8% |