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 | $33,422 | $125,797-73.4% | $170,028-80.3% | $75,181-55.5% |
| Participation rate | 65.6% | 83.6%-18.0pp | 87.0%-21.4pp | 67.2%-1.6pp |
| Annual return | -4.09% | 27.20%-31.3pp | 53.39%-57.5pp | 160.69%-164.8pp |
| Employer contribution / active EE | $4,347 | $4,616-5.8% | $6,788-36.0% | $2,671+62.8% |
| Participant deferral / active EE | $9,615 | $6,838+40.6% | $10,409-7.6% | $4,126+133.0% |
| Admin fee / account holder | $4,759 | $8,177-41.8% | $12,820-62.9% | $5,650-15.8% |