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 | $4,550 | $95,895-95.3% | $79,576-94.3% | $134,509-96.6% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -33.53% | -2.72%-30.8pp | 0.15%-33.7pp | 418.13%-451.7pp |
| Employer contribution / active EE | $1,493 | $3,128-52.3% | $2,413-38.1% | $4,741-68.5% |
| Participant deferral / active EE | $2,108 | $4,693-55.1% | $3,985-47.1% | $6,400-67.1% |
| Admin fee / account holder | $2,432 | $9,129-73.4% | $6,834-64.4% | $11,427-78.7% |