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 | $25,060 | $100,003-74.9% | $146,685-82.9% | $85,856-70.8% |
| Participation rate | 56.0% | 73.1%-17.1pp | 80.1%-24.1pp | 69.3%-13.3pp |
| Annual return | 11.04% | 18.93%-7.9pp | 22.75%-11.7pp | 318.58%-307.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,590 | $4,006-35.4% | $5,507-53.0% | $3,952-34.5% |
| Admin fee / account holder | $10,658 | $7,704+38.3% | $10,281+3.7% | $6,261+70.2% |