Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,402 | $72,388-87.0% | $111,392-91.6% | $64,173-85.3% |
| Participation rate | 65.4% | 70.5%-5.1pp | 78.9%-13.5pp | 69.6%-4.2pp |
| Annual return | -16.43% | -1.50%-14.9pp | -2.06%-14.4pp | 7.63%-24.1pp |
| Employer contribution / active EE | $0 | $3,000-100.0% | $4,328-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,925 | $4,241-31.0% | $5,567-47.5% | $3,470-15.7% |
| Admin fee / account holder | $769 | $5,719-86.6% | $12,266-93.7% | $4,887-84.3% |