Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,410 | $211,288-97.0% | $178,540-96.4% | $145,884-95.6% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | 5.46% | 30.27%-24.8pp | 27.15%-21.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,302 | $6,967-81.3% | $6,281-79.3% | $6,690-80.5% |
| Admin fee / account holder | $4,279 | $12,105-64.6% | $10,424-58.9% | $13,392-68.0% |