Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $6,429 | $45,566-85.9% | $64,105-90.0% | $59,633-89.2% |
| Participation rate | 62.5% | 60.2%+2.3pp | 68.2%-5.7pp | 68.7%-6.2pp |
| Annual return | -4.28% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $202 | $934-78.3% | $1,820-88.9% | $2,203-90.8% |
| Participant deferral / active EE | $1,591 | $2,057-22.6% | $2,822-43.6% | $3,192-50.1% |
| Admin fee / account holder | $776 | $3,268-76.2% | $4,499-82.7% | $4,297-81.9% |