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 | $11,567 | $113,941-89.8% | $94,229-87.7% | $125,389-90.8% |
| Participation rate | 57.1% | 82.9%-25.7pp | 78.8%-21.6pp | 83.2%-26.0pp |
| Annual return | -5.08% | 5.29%-10.4pp | 10.68%-15.8pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,482 | $4,727-68.7% | $3,587-58.7% | $4,866-69.6% |
| Participant deferral / active EE | $2,834 | $5,179-45.3% | $4,320-34.4% | $5,352-47.1% |
| Admin fee / account holder | $1,078 | $8,392-87.2% | $6,269-82.8% | $9,541-88.7% |