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 | $20,138 | $71,878-72.0% | $86,698-76.8% | $68,486-70.6% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -20.83% | 3.53%-24.4pp | 35.95%-56.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,123 | $2,173-48.3% | $2,837-60.4% | $2,597-56.7% |
| Participant deferral / active EE | $2,235 | $3,779-40.8% | $4,656-52.0% | $4,028-44.5% |
| Admin fee / account holder | $8,295 | $6,113+35.7% | $7,493+10.7% | $5,404+53.5% |