Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,603 | $129,959-88.0% | $104,301-85.0% | $134,509-88.4% |
| Participation rate | 55.0% | 79.5%-24.5pp | 73.3%-18.3pp | 81.2%-26.2pp |
| Annual return | -21.71% | 42.04%-63.8pp | 24.61%-46.3pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,675 | $4,185-60.0% | $3,373-50.3% | $4,741-64.7% |
| Participant deferral / active EE | $2,276 | $5,589-59.3% | $4,626-50.8% | $6,400-64.4% |
| Admin fee / account holder | $2,891 | $9,325-69.0% | $7,340-60.6% | $11,427-74.7% |