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 | $14,831 | $52,678-71.8% | $75,784-80.4% | $59,633-75.1% |
| Participation rate | 67.1% | 67.2%-0.2pp | 75.8%-8.8pp | 68.7%-1.6pp |
| Annual return | -5.09% | 2.95%-8.0pp | 9.68%-14.8pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,868 | $2,193-14.8% | $3,323-43.8% | $2,203-15.2% |
| Participant deferral / active EE | $1,605 | $2,591-38.0% | $3,652-56.0% | $3,192-49.7% |
| Admin fee / account holder | $1,675 | $3,610-53.6% | $5,300-68.4% | $4,297-61.0% |