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 | $13,427 | $72,177-81.4% | $115,038-88.3% | $59,633-77.5% |
| Participation rate | 36.8% | 72.6%-35.7pp | 81.4%-44.5pp | 68.7%-31.8pp |
| Annual return | -7.50% | 12.02%-19.5pp | 26.14%-33.6pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $1,053 | $2,841-63.0% | $4,608-77.2% | $2,203-52.2% |
| Participant deferral / active EE | $2,927 | $4,783-38.8% | $6,026-51.4% | $3,192-8.3% |
| Admin fee / account holder | $1,240 | $4,927-74.8% | $8,175-84.8% | $4,297-71.1% |