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 | $9,389 | $165,939-94.3% | $122,354-92.3% | $147,586-93.6% |
| Participation rate | 65.0% | 79.6%-14.6pp | 71.6%-6.6pp | 82.8%-17.8pp |
| Annual return | 5.50% | 34.56%-29.1pp | 30.28%-24.8pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,011 | $5,754-82.4% | $4,051-75.0% | $4,876-79.3% |
| Participant deferral / active EE | $604 | $4,005-84.9% | $3,287-81.6% | $5,439-88.9% |
| Admin fee / account holder | $641 | $7,425-91.4% | $5,479-88.3% | $10,886-94.1% |