Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,724 | $43,730-84.6% | $121,220-94.5% | $64,173-89.5% |
| Participation rate | 44.0% | 58.3%-14.3pp | 71.8%-27.8pp | 69.6%-25.6pp |
| Annual return | -26.87% | 68.94%-95.8pp | 16.94%-43.8pp | 7.63%-34.5pp |
| Employer contribution / active EE | $1,030 | $1,297-20.5% | $4,023-74.4% | $2,381-56.7% |
| Participant deferral / active EE | $1,489 | $2,281-34.7% | $3,345-55.5% | $3,470-57.1% |
| Admin fee / account holder | $441 | $3,502-87.4% | $5,021-91.2% | $4,887-91.0% |