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 | $17,414 | $56,199-69.0% | $67,652-74.3% | $59,632-70.8% |
| Participation rate | 52.1% | 71.5%-19.4pp | 75.7%-23.6pp | 68.7%-16.6pp |
| Annual return | -3.45% | 18505.31%-18508.8pp | 6625.04%-6628.5pp | 2041.32%-2044.8pp |
| Employer contribution / active EE | $1,335 | $1,614-17.3% | $2,266-41.1% | $2,203-39.4% |
| Participant deferral / active EE | $2,375 | $2,844-16.5% | $3,560-33.3% | $3,192-25.6% |
| Admin fee / account holder | $647 | $3,958-83.6% | $4,821-86.6% | $4,297-84.9% |