Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,628 | $211,288-94.0% | $178,540-92.9% | $145,884-91.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.38% | 30.27%-22.9pp | 27.15%-19.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,284 | $4,574-71.9% | $3,953-67.5% | $4,662-72.5% |
| Participant deferral / active EE | $1,680 | $6,967-75.9% | $6,281-73.2% | $6,690-74.9% |
| Admin fee / account holder | $2,495 | $12,105-79.4% | $10,424-76.1% | $13,392-81.4% |