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 | $10,654 | $50,958-79.1% | $74,552-85.7% | $64,181-83.4% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.1%-31.2pp | 69.6%-31.6pp |
| Annual return | -11.15% | -1.86%-9.3pp | 32.53%-43.7pp | 7.63%-18.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,046 | $2,301-54.5% | $3,108-66.3% | $3,470-69.8% |
| Admin fee / account holder | $2,906 | $4,223-31.2% | $5,060-42.6% | $4,887-40.5% |