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 | $21,250 | $181,896-88.3% | $156,551-86.4% | $273,972-92.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 1.81% | 30.74%-28.9pp | 32.23%-30.4pp | 41.46%-39.6pp |
| Employer contribution / active EE | $1,890 | $6,248-69.8% | $5,501-65.6% | $4,869-61.2% |
| Participant deferral / active EE | $8,579 | $5,550+54.6% | $4,871+76.1% | $5,287+62.3% |
| Admin fee / account holder | $668 | $15,560-95.7% | $13,028-94.9% | $10,133-93.4% |