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 | $13,849 | $138,072-90.0% | $123,549-88.8% | $135,382-89.8% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -142.19% | 153.69%-295.9pp | 119.20%-261.4pp | 519.77%-662.0pp |
| Employer contribution / active EE | $2,611 | $5,152-49.3% | $4,628-43.6% | $4,779-45.4% |
| Participant deferral / active EE | $4,038 | $6,799-40.6% | $6,426-37.2% | $5,609-28.0% |
| Admin fee / account holder | $2,431 | $10,917-77.7% | $9,284-73.8% | $10,829-77.6% |