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 | $8,749 | $172,111-94.9% | $150,298-94.2% | $137,256-93.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 8.12% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $9,666 | $4,636+108.5% | $4,154+132.7% | $4,156+132.6% |
| Participant deferral / active EE | $15,034 | $6,166+143.8% | $5,453+175.7% | $6,407+134.7% |
| Admin fee / account holder | $735,310 | $16,471+4364.3% | $14,116+5109.1% | $12,270+5892.7% |