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 | $18,081 | $178,174-89.9% | $156,181-88.4% | $137,256-86.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 8.94% | 84.19%-75.3pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,223 | $4,972-35.2% | $4,294-24.9% | $4,156-22.4% |
| Participant deferral / active EE | $7,075 | $6,888+2.7% | $6,132+15.4% | $6,407+10.4% |
| Admin fee / account holder | $638,821 | $17,404+3570.5% | $14,586+4279.7% | $12,270+5106.3% |