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 | $5,728 | $44,850-87.2% | $60,547-90.5% | $59,633-90.4% |
| Participation rate | 27.0% | 59.5%-32.4pp | 68.0%-40.9pp | 68.7%-41.6pp |
| Annual return | -9.45% | 1074.14%-1083.6pp | 335.64%-345.1pp | 2041.45%-2050.9pp |
| Employer contribution / active EE | $263 | $1,462-82.0% | $2,419-89.1% | $2,203-88.1% |
| Participant deferral / active EE | $1,058 | $2,230-52.5% | $3,328-68.2% | $3,192-66.8% |
| Admin fee / account holder | $631 | $3,635-82.6% | $4,536-86.1% | $4,297-85.3% |