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 | $10,420 | $87,546-88.1% | $75,784-86.3% | $125,389-91.7% |
| Participation rate | 68.4% | 80.2%-11.8pp | 75.8%-7.4pp | 83.2%-14.8pp |
| Annual return | -25.86% | 13.49%-39.3pp | 9.68%-35.5pp | 282.24%-308.1pp |
| Employer contribution / active EE | $1,504 | $3,930-61.7% | $3,323-54.7% | $4,866-69.1% |
| Participant deferral / active EE | $3,898 | $4,230-7.8% | $3,652+6.7% | $5,352-27.2% |
| Admin fee / account holder | $876 | $6,503-86.5% | $5,300-83.5% | $9,541-90.8% |