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 | $24,083 | $196,972-87.8% | $182,262-86.8% | $198,609-87.9% |
| Participation rate | 33.3% | 85.7%-52.4pp | 84.2%-50.9pp | 82.4%-49.0pp |
| Annual return | -19.75% | 158.27%-178.0pp | 140.60%-160.3pp | 202.70%-222.4pp |
| Employer contribution / active EE | $2,481 | $5,364-53.8% | $5,046-50.8% | $5,055-50.9% |
| Participant deferral / active EE | $5,592 | $8,643-35.3% | $8,276-32.4% | $6,977-19.8% |
| Admin fee / account holder | $7,224 | $18,429-60.8% | $16,712-56.8% | $19,030-62.0% |