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 | $21,330 | $56,197-62.0% | $67,652-68.5% | $59,633-64.2% |
| Participation rate | 57.5% | 71.5%-14.0pp | 75.7%-18.2pp | 68.7%-11.2pp |
| Annual return | -3.46% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $631 | $1,615-60.9% | $2,266-72.2% | $2,203-71.4% |
| Participant deferral / active EE | $3,685 | $2,844+29.6% | $3,560+3.5% | $3,192+15.5% |
| Admin fee / account holder | $1,201 | $3,958-69.7% | $4,821-75.1% | $4,297-72.0% |