Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,279 | $71,215-72.9% | $93,696-79.4% | $80,935-76.2% |
| Participation rate | 21.8% | 60.4%-38.6pp | 68.7%-46.9pp | 67.7%-45.8pp |
| Annual return | 5.01% | 11.27%-6.3pp | 133.74%-128.7pp | 35.66%-30.6pp |
| Employer contribution / active EE | $612 | $1,565-60.9% | $2,422-74.7% | $2,757-77.8% |
| Participant deferral / active EE | $1,306 | $4,037-67.6% | $4,417-70.4% | $4,299-69.6% |
| Admin fee / account holder | $863 | $6,958-87.6% | $8,287-89.6% | $6,924-87.5% |