Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,981 | $180,466-92.3% | $154,114-90.9% | $135,382-89.7% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -12.08% | 888.15%-900.2pp | 735.16%-747.2pp | 519.77%-531.9pp |
| Employer contribution / active EE | $1,715 | $6,035-71.6% | $5,298-67.6% | $4,779-64.1% |
| Participant deferral / active EE | $3,352 | $5,806-42.3% | $5,081-34.0% | $5,609-40.2% |
| Admin fee / account holder | $38,402 | $16,144+137.9% | $13,411+186.3% | $10,829+254.6% |