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 | $17,788 | $167,362-89.4% | $143,799-87.6% | $134,532-86.8% |
| Participation rate | 41.7% | 84.8%-43.2pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -23.56% | 0.47%-24.0pp | -0.04%-23.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,448 | $5,620-74.2% | $4,952-70.8% | $4,741-69.5% |
| Participant deferral / active EE | $4,360 | $6,447-32.4% | $5,638-22.7% | $6,401-31.9% |
| Admin fee / account holder | $1,249 | $18,094-93.1% | $14,677-91.5% | $11,429-89.1% |