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 | $7,637 | $49,280-84.5% | $67,313-88.7% | $64,173-88.1% |
| Participation rate | 61.3% | 60.8%+0.5pp | 69.1%-7.8pp | 69.6%-8.3pp |
| Annual return | -9.02% | -1.39%-7.6pp | -4.08%-4.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $282 | $1,668-83.1% | $2,566-89.0% | $2,381-88.2% |
| Participant deferral / active EE | $1,524 | $2,484-38.7% | $3,568-57.3% | $3,470-56.1% |
| Admin fee / account holder | $329 | $3,863-91.5% | $4,507-92.7% | $4,887-93.3% |