Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,453 | $59,813-85.9% | $79,580-89.4% | $68,486-87.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -30.51% | -12.30%-18.2pp | 0.15%-30.7pp | -7.85%-22.7pp |
| Employer contribution / active EE | $1,336 | $1,505-11.2% | $2,413-44.6% | $2,597-48.6% |
| Participant deferral / active EE | $3,025 | $3,0240% | $3,985-24.1% | $4,028-24.9% |
| Admin fee / account holder | $1,466 | $4,835-69.7% | $6,835-78.6% | $5,404-72.9% |