Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,794 | $73,019-70.2% | $90,766-76.0% | $68,490-68.2% |
| Participation rate | 47.2% | 70.8%-23.6pp | 75.7%-28.5pp | 67.9%-20.7pp |
| Annual return | -23.00% | -13.81%-9.2pp | -12.16%-10.8pp | -7.85%-15.1pp |
| Employer contribution / active EE | $2,201 | $2,193+0.4% | $2,922-24.7% | $2,597-15.2% |
| Participant deferral / active EE | $4,384 | $3,626+20.9% | $4,565-4.0% | $4,028+8.8% |
| Admin fee / account holder | $1,339 | $5,897-77.3% | $8,446-84.1% | $5,403-75.2% |