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 | $12,667 | $48,274-73.8% | $63,244-80.0% | $59,633-78.8% |
| Participation rate | 54.3% | 66.3%-12.0pp | 71.0%-16.8pp | 68.7%-14.4pp |
| Annual return | -3.75% | -240.79%+237.0pp | -70.31%+66.6pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $2,093 | $1,586+32.0% | $2,322-9.9% | $2,203-5.0% |
| Participant deferral / active EE | $2,821 | $2,343+20.4% | $2,953-4.5% | $3,192-11.6% |
| Admin fee / account holder | $745 | $3,600-79.3% | $5,893-87.4% | $4,297-82.7% |