Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,570 | $49,280-86.7% | $67,313-90.2% | $64,173-89.8% |
| Participation rate | 27.2% | 60.8%-33.6pp | 69.1%-41.9pp | 69.6%-42.4pp |
| Annual return | -8.71% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $496 | $1,668-70.3% | $2,566-80.7% | $2,381-79.2% |
| Participant deferral / active EE | $945 | $2,484-62.0% | $3,568-73.5% | $3,470-72.8% |
| Admin fee / account holder | $568 | $3,863-85.3% | $4,507-87.4% | $4,887-88.4% |