Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,315 | $102,393-82.1% | $147,041-87.5% | $80,911-77.4% |
| Participation rate | 52.9% | 75.9%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 2.52% | 134.95%-132.4pp | 419.21%-416.7pp | 35.63%-33.1pp |
| Employer contribution / active EE | $2,319 | $3,715-37.6% | $4,935-53.0% | $2,756-15.8% |
| Participant deferral / active EE | $3,884 | $6,647-41.6% | $8,071-51.9% | $4,297-9.6% |
| Admin fee / account holder | $1,011 | $7,943-87.3% | $13,006-92.2% | $6,935-85.4% |