Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,652 | $95,979-84.7% | $74,551-80.3% | $135,380-89.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -19.41% | 56.97%-76.4pp | 32.53%-51.9pp | 519.81%-539.2pp |
| Employer contribution / active EE | $1,265 | $2,716-53.4% | $1,961-35.5% | $4,779-73.5% |
| Participant deferral / active EE | $3,479 | $3,844-9.5% | $3,108+11.9% | $5,609-38.0% |
| Admin fee / account holder | $1,808 | $6,522-72.3% | $5,059-64.3% | $10,828-83.3% |