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 | $11,136 | $99,032-88.8% | $80,022-86.1% | $135,379-91.8% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -29.33% | 15.39%-44.7pp | 11.22%-40.5pp | 519.79%-549.1pp |
| Employer contribution / active EE | $1,515 | $3,043-50.2% | $2,468-38.6% | $4,779-68.3% |
| Participant deferral / active EE | $2,598 | $4,282-39.3% | $3,686-29.5% | $5,609-53.7% |
| Admin fee / account holder | $1,372 | $10,436-86.9% | $6,521-79.0% | $10,828-87.3% |