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 | $13,082 | $155,555-91.6% | $146,866-91.1% | $155,188-91.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 8.40% | 115.41%-107.0pp | 102.85%-94.5pp | 148.84%-140.4pp |
| Employer contribution / active EE | $1,347 | $4,647-71.0% | $4,425-69.6% | $4,248-68.3% |
| Participant deferral / active EE | $2,831 | $8,044-64.8% | $7,759-63.5% | $6,531-56.7% |
| Admin fee / account holder | $2,807 | $14,755-81.0% | $13,620-79.4% | $14,480-80.6% |