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 | $20,261 | $82,133-75.3% | $147,318-86.2% | $64,097-68.4% |
| Participation rate | 14.0% | 62.3%-48.3pp | 82.1%-68.0pp | 55.2%-41.2pp |
| Annual return | 12.01% | 78.78%-66.8pp | 70.43%-58.4pp | 34.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,477 | $5,407-72.7% | $7,906-81.3% | $3,080-52.0% |
| Admin fee / account holder | $7,076 | $3,730+89.7% | $13,708-48.4% | $3,454+104.8% |