Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,517 | $157,296-92.7% | $141,191-91.8% | $152,897-92.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 10.72% | 64.34%-53.6pp | 71.41%-60.7pp | 345.43%-334.7pp |
| Employer contribution / active EE | $1,740 | $5,262-66.9% | $4,736-63.3% | $4,764-63.5% |
| Participant deferral / active EE | $4,531 | $7,111-36.3% | $6,710-32.5% | $5,851-22.6% |
| Admin fee / account holder | $321 | $12,125-97.4% | $10,264-96.9% | $11,599-97.2% |