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 | $2,900 | $54,380-94.7% | $68,509-95.8% | $59,633-95.1% |
| Participation rate | 47.8% | 70.2%-22.4pp | 74.7%-26.9pp | 68.7%-20.8pp |
| Annual return | -3.54% | 2.83%-6.4pp | 8.27%-11.8pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $778 | $1,539-49.4% | $2,278-65.8% | $2,203-64.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $310 | $3,885-92.0% | $5,275-94.1% | $4,297-92.8% |