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 | $4,570 | $115,810-96.1% | $101,271-95.5% | $158,966-97.1% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | -26.78% | 56.15%-82.9pp | 46.48%-73.3pp | 302.95%-329.7pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,990 | $4,958-19.5% | $4,371-8.7% | $5,983-33.3% |
| Admin fee / account holder | $5,604 | $7,248-22.7% | $5,948-5.8% | $11,250-50.2% |