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 | $6,615 | $124,351-94.7% | $109,188-93.9% | $167,553-96.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 9.44% | 26.04%-16.6pp | 25.76%-16.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $2,414 | $4,210-42.7% | $3,723-35.2% | $4,840-50.1% |
| Participant deferral / active EE | $5,411 | $5,257+2.9% | $4,654+16.3% | $6,343-14.7% |
| Admin fee / account holder | $8,131 | $7,975+2.0% | $6,755+20.4% | $12,316-34.0% |