Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,118 | $77,638-83.1% | $156,551-91.6% | $62,881-79.1% |
| Participation rate | 37.1% | 71.2%-34.1pp | 84.0%-46.9pp | 69.3%-32.2pp |
| Annual return | 3.47% | 50.33%-46.9pp | 32.23%-28.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,830 | $3,046-39.9% | $4,871-62.4% | $3,203-42.9% |
| Admin fee / account holder | $2,609 | $5,561-53.1% | $13,028-80.0% | $4,296-39.3% |