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 | $10,307 | $129,959-92.1% | $104,301-90.1% | $134,532-92.3% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -32.73% | 42.04%-74.8pp | 24.61%-57.3pp | 418.27%-451.0pp |
| Employer contribution / active EE | $804 | $4,185-80.8% | $3,373-76.2% | $4,741-83.0% |
| Participant deferral / active EE | $2,911 | $5,589-47.9% | $4,626-37.1% | $6,401-54.5% |
| Admin fee / account holder | $759 | $9,325-91.9% | $7,340-89.7% | $11,429-93.4% |