Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,552 | $92,743-94.0% | $82,744-93.3% | $134,532-95.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -40.56% | 946.63%-987.2pp | 702.22%-742.8pp | 418.27%-458.8pp |
| Employer contribution / active EE | $1,155 | $3,273-64.7% | $3,008-61.6% | $4,741-75.6% |
| Participant deferral / active EE | $2,311 | $4,802-51.9% | $4,395-47.4% | $6,401-63.9% |
| Admin fee / account holder | $380 | $5,977-93.6% | $5,325-92.9% | $11,429-96.7% |