Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,551 | $97,729-90.2% | $83,830-88.6% | $135,379-92.9% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -17.57% | 1287.52%-1305.1pp | 850.97%-868.5pp | 519.79%-537.4pp |
| Employer contribution / active EE | $871 | $4,222-79.4% | $3,631-76.0% | $4,779-81.8% |
| Participant deferral / active EE | $3,485 | $4,683-25.6% | $4,082-14.6% | $5,609-37.9% |
| Admin fee / account holder | $484 | $6,674-92.7% | $5,479-91.2% | $10,828-95.5% |