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 | $5,204 | $54,355-90.4% | $82,744-93.7% | $68,486-92.4% |
| Participation rate | 34.3% | 63.9%-29.6pp | 72.6%-38.3pp | 67.9%-33.6pp |
| Annual return | -21.50% | -13.67%-7.8pp | 702.22%-723.7pp | -7.85%-13.6pp |
| Employer contribution / active EE | $352 | $2,219-84.2% | $3,008-88.3% | $2,597-86.5% |
| Participant deferral / active EE | $1,066 | $3,246-67.2% | $4,395-75.7% | $4,028-73.5% |
| Admin fee / account holder | $1,557 | $4,397-64.6% | $5,325-70.8% | $5,404-71.2% |