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 | $9,490 | $95,915-90.1% | $79,580-88.1% | $134,532-92.9% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -34.34% | -2.71%-31.6pp | 0.15%-34.5pp | 418.27%-452.6pp |
| Employer contribution / active EE | $695 | $3,129-77.8% | $2,413-71.2% | $4,741-85.3% |
| Participant deferral / active EE | $2,664 | $4,693-43.2% | $3,985-33.2% | $6,401-58.4% |
| Admin fee / account holder | $1,554 | $9,132-83.0% | $6,835-77.3% | $11,429-86.4% |