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 | $6,172 | $39,132-84.2% | $57,196-89.2% | $62,881-90.2% |
| Participation rate | 28.0% | 70.5%-42.5pp | 75.3%-47.3pp | 69.3%-41.3pp |
| Annual return | -21.80% | 9.24%-31.0pp | 14.59%-36.4pp | 20.14%-41.9pp |
| Employer contribution / active EE | $475 | $1,874-74.7% | $2,683-82.3% | $2,281-79.2% |
| Participant deferral / active EE | $910 | $2,374-61.7% | $3,096-70.6% | $3,203-71.6% |
| Admin fee / account holder | $1,155 | $2,594-55.5% | $3,141-63.2% | $4,296-73.1% |