Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,347 | $101,499-72.1% | $147,005-80.7% | $74,546-62.0% |
| Participation rate | 29.3% | 75.5%-46.3pp | 82.2%-52.9pp | 67.2%-37.9pp |
| Annual return | -39.60% | 8732.34%-8771.9pp | 418.76%-458.4pp | 1366.03%-1405.6pp |
| Employer contribution / active EE | $1,222 | $3,811-67.9% | $4,934-75.2% | $2,624-53.4% |
| Participant deferral / active EE | $3,322 | $7,304-54.5% | $8,070-58.8% | $4,347-23.6% |
| Admin fee / account holder | $714 | $1,748-59.2% | $13,006-94.5% | $1,944-63.3% |