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 | $4,977 | $106,549-95.3% | $91,225-94.5% | $134,509-96.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -25.71% | 160.73%-186.4pp | 114.10%-139.8pp | 418.13%-443.8pp |
| Employer contribution / active EE | $918 | $3,331-72.5% | $2,851-67.8% | $4,741-80.6% |
| Participant deferral / active EE | $1,204 | $4,719-74.5% | $4,234-71.6% | $6,400-81.2% |
| Admin fee / account holder | $594 | $6,234-90.5% | $5,422-89.0% | $11,427-94.8% |