Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,420 | $134,001-97.4% | $112,258-97.0% | $134,509-97.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.1%-20.5pp | 81.2%-26.7pp |
| Annual return | -21.86% | 47.15%-69.0pp | 27.47%-49.3pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,206 | $4,039-70.1% | $3,636-66.8% | $4,741-74.6% |
| Participant deferral / active EE | $1,524 | $5,291-71.2% | $4,728-67.8% | $6,400-76.2% |
| Admin fee / account holder | $681 | $7,491-90.9% | $6,411-89.4% | $11,427-94.0% |