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 | $11,569 | $64,462-82.1% | $81,482-85.8% | $80,911-85.7% |
| Participation rate | 48.1% | 63.9%-15.7pp | 69.5%-21.4pp | 67.6%-19.5pp |
| Annual return | 9.25% | 16.35%-7.1pp | 24.79%-15.5pp | 35.63%-26.4pp |
| Employer contribution / active EE | $875 | $1,979-55.8% | $2,463-64.5% | $2,756-68.2% |
| Participant deferral / active EE | $1,222 | $3,094-60.5% | $3,885-68.5% | $4,297-71.6% |
| Admin fee / account holder | $697 | $5,678-87.7% | $5,761-87.9% | $6,935-90.0% |