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 | $165,399-91.7% | $149,745-90.9% | $158,982-91.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 1.48% | 348.34%-346.9pp | 276.72%-275.2pp | 302.99%-301.5pp |
| Employer contribution / active EE | $2,354 | $5,105-53.9% | $4,646-49.3% | $4,763-50.6% |
| Participant deferral / active EE | $5,392 | $7,183-24.9% | $6,843-21.2% | $5,983-9.9% |
| Admin fee / account holder | $83,213 | $10,811+669.7% | $9,312+793.6% | $11,252+639.6% |