Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $640 | $152,597-99.6% | $117,533-99.5% | $134,532-99.5% |
| Participation rate | 44.4% | 77.1%-32.7pp | 70.6%-26.2pp | 81.2%-36.8pp |
| Annual return | -21.41% | 53.04%-74.5pp | 29.77%-51.2pp | 418.27%-439.7pp |
| Employer contribution / active EE | $272 | $5,576-95.1% | $4,179-93.5% | $4,741-94.3% |
| Participant deferral / active EE | $345 | $4,821-92.8% | $4,072-91.5% | $6,401-94.6% |
| Admin fee / account holder | $481 | $7,007-93.1% | $5,647-91.5% | $11,429-95.8% |