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 | $13,691 | $165,361-91.7% | $149,715-90.9% | $158,950-91.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 1.48% | 348.24%-346.8pp | 276.66%-275.2pp | 302.91%-301.4pp |
| Employer contribution / active EE | $2,354 | $5,103-53.9% | $4,645-49.3% | $4,762-50.6% |
| Participant deferral / active EE | $5,392 | $7,182-24.9% | $6,842-21.2% | $5,983-9.9% |
| Admin fee / account holder | $83,213 | $10,808+669.9% | $9,310+793.8% | $11,248+639.8% |