Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,523 | $45,872-85.8% | $77,081-91.5% | $68,495-90.5% |
| Participation rate | 61.3% | 55.9%+5.4pp | 67.9%-6.6pp | 67.9%-6.6pp |
| Annual return | -33.95% | 1.73%-35.7pp | 42.33%-76.3pp | -7.84%-26.1pp |
| Employer contribution / active EE | $2,151 | $1,650+30.4% | $2,813-23.6% | $2,596-17.2% |
| Participant deferral / active EE | $2,099 | $2,963-29.2% | $4,428-52.6% | $4,028-47.9% |
| Admin fee / account holder | $384 | $3,041-87.4% | $5,427-92.9% | $5,403-92.9% |