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 | $3,264 | $82,324-96.0% | $68,803-95.3% | $134,545-97.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -21.26% | -2.17%-19.1pp | -6.37%-14.9pp | 418.37%-439.6pp |
| Employer contribution / active EE | $681 | $3,302-79.4% | $2,656-74.4% | $4,742-85.6% |
| Participant deferral / active EE | $1,237 | $4,740-73.9% | $3,942-68.6% | $6,401-80.7% |
| Admin fee / account holder | $768 | $6,485-88.2% | $4,936-84.4% | $11,431-93.3% |