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 | $3,521 | $25,723-86.3% | $69,182-94.9% | $55,167-93.6% |
| Participation rate | 22.0% | 39.4%-17.4pp | 55.1%-33.1pp | 69.0%-47.0pp |
| Annual return | -59.81% | 9.56%-69.4pp | -21.93%-37.9pp | 169.23%-229.0pp |
| Employer contribution / active EE | $150 | $480-68.7% | $1,206-87.5% | $1,963-92.3% |
| Participant deferral / active EE | $346 | $963-64.1% | $1,897-81.7% | $3,054-88.7% |
| Admin fee / account holder | $1,220 | $365+234.5% | $2,697-54.8% | $504+142.0% |