Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,594 | $110,083-73.1% | $151,645-80.5% | $68,490-56.8% |
| Participation rate | 69.2% | 84.0%-14.7pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | -21.38% | -10.12%-11.3pp | 3.34%-24.7pp | -7.85%-13.5pp |
| Employer contribution / active EE | $2,493 | $4,470-44.2% | $6,165-59.6% | $2,597-4.0% |
| Participant deferral / active EE | $7,234 | $6,526+10.8% | $8,363-13.5% | $4,028+79.6% |
| Admin fee / account holder | $1,172 | $7,718-84.8% | $11,614-89.9% | $5,403-78.3% |