Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,038 | $190,862-92.6% | $159,991-91.2% | $134,509-89.6% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.0%-20.1pp | 81.2%-23.3pp |
| Annual return | -23.33% | 552.59%-575.9pp | 408.82%-432.2pp | 418.13%-441.5pp |
| Employer contribution / active EE | $2,064 | $4,995-58.7% | $4,225-51.2% | $4,741-56.5% |
| Participant deferral / active EE | $3,446 | $6,924-50.2% | $6,183-44.3% | $6,400-46.2% |
| Admin fee / account holder | $1,859 | $10,495-82.3% | $8,715-78.7% | $11,427-83.7% |