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 | $8,188 | $57,140-85.7% | $85,240-90.4% | $80,959-89.9% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 8.25% | 21.71%-13.5pp | 66.75%-58.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $537 | $1,802-70.2% | $2,735-80.4% | $2,757-80.5% |
| Participant deferral / active EE | $1,336 | $3,115-57.1% | $4,527-70.5% | $4,300-68.9% |
| Admin fee / account holder | $655 | $4,992-86.9% | $6,165-89.4% | $6,925-90.5% |