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 | $7,664 | $90,320-91.5% | $59,496-87.1% | $125,388-93.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 54.6%-4.6pp | 83.2%-33.2pp |
| Annual return | -20.40% | 369.13%-389.5pp | 182.05%-202.4pp | 282.24%-302.6pp |
| Employer contribution / active EE | $382 | $1,792-78.7% | $1,153-66.9% | $4,866-92.2% |
| Participant deferral / active EE | $3,492 | $2,716+28.6% | $1,829+90.9% | $5,352-34.7% |
| Admin fee / account holder | $804 | $3,063-73.8% | $2,232-64.0% | $9,541-91.6% |