Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,127 | $92,684-92.3% | $82,706-91.4% | $134,509-94.7% |
| Participation rate | 35.3% | 75.2%-39.9pp | 72.6%-37.3pp | 81.2%-45.9pp |
| Annual return | -21.09% | 945.84%-966.9pp | 701.76%-722.9pp | 418.13%-439.2pp |
| Employer contribution / active EE | $487 | $3,272-85.1% | $3,007-83.8% | $4,741-89.7% |
| Participant deferral / active EE | $1,317 | $4,800-72.6% | $4,394-70.0% | $6,400-79.4% |
| Admin fee / account holder | $318 | $5,982-94.7% | $5,329-94.0% | $11,427-97.2% |