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 | $8,201 | $57,352-85.7% | $83,831-90.2% | $64,173-87.2% |
| Participation rate | 63.6% | 68.6%-5.0pp | 76.1%-12.5pp | 69.6%-5.9pp |
| Annual return | -17.67% | 11.38%-29.1pp | 850.99%-868.7pp | 7.63%-25.3pp |
| Employer contribution / active EE | $1,030 | $2,546-59.5% | $3,631-71.6% | $2,381-56.7% |
| Participant deferral / active EE | $1,501 | $2,993-49.8% | $4,082-63.2% | $3,470-56.7% |
| Admin fee / account holder | $792 | $4,046-80.4% | $5,479-85.5% | $4,887-83.8% |