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 | $15,418 | $73,019-78.9% | $90,766-83.0% | $68,490-77.5% |
| Participation rate | 55.1% | 70.8%-15.8pp | 75.7%-20.6pp | 67.9%-12.8pp |
| Annual return | -19.53% | -13.81%-5.7pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,154 | $2,193-47.4% | $2,922-60.5% | $2,597-55.6% |
| Participant deferral / active EE | $2,028 | $3,626-44.1% | $4,565-55.6% | $4,028-49.7% |
| Admin fee / account holder | $873 | $5,897-85.2% | $8,446-89.7% | $5,403-83.8% |