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 | $15,989 | $64,716-75.3% | $112,258-85.8% | $68,495-76.7% |
| Participation rate | 54.3% | 67.2%-12.9pp | 75.1%-20.8pp | 67.9%-13.6pp |
| Annual return | -20.40% | -11.40%-9.0pp | 27.47%-47.9pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,239 | $2,746-54.9% | $3,636-65.9% | $2,596-52.3% |
| Participant deferral / active EE | $3,445 | $3,565-3.4% | $4,728-27.1% | $4,028-14.5% |
| Admin fee / account holder | $2,861 | $5,232-45.3% | $6,411-55.4% | $5,403-47.1% |