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 | $28,305 | $180,462-84.3% | $154,111-81.6% | $135,379-79.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -9.79% | 888.17%-898.0pp | 735.18%-745.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $1,918 | $6,036-68.2% | $5,298-63.8% | $4,779-59.9% |
| Participant deferral / active EE | $2,135 | $5,806-63.2% | $5,081-58.0% | $5,609-61.9% |
| Admin fee / account holder | $5,005 | $16,145-69.0% | $13,411-62.7% | $10,828-53.8% |