Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,574 | $81,487-78.4% | $102,412-82.8% | $80,935-78.3% |
| Participation rate | 65.0% | 66.8%-1.8pp | 74.5%-9.5pp | 67.7%-2.7pp |
| Annual return | 8.00% | 25.60%-17.6pp | 24.94%-16.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,222 | $3,103-60.6% | $3,870-68.4% | $2,757-55.7% |
| Participant deferral / active EE | $2,768 | $3,871-28.5% | $5,060-45.3% | $4,299-35.6% |
| Admin fee / account holder | $785 | $6,717-88.3% | $8,388-90.6% | $6,924-88.7% |