Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,415 | $175,646-91.2% | $129,118-88.1% | $134,532-88.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.2%-17.2pp | 81.2%-21.2pp |
| Annual return | -23.17% | -11.39%-11.8pp | -10.94%-12.2pp | 418.27%-441.4pp |
| Employer contribution / active EE | $3,741 | $6,355-41.1% | $5,051-25.9% | $4,741-21.1% |
| Participant deferral / active EE | $4,567 | $7,970-42.7% | $6,539-30.2% | $6,401-28.7% |
| Admin fee / account holder | $746 | $23,578-96.8% | $14,305-94.8% | $11,429-93.5% |