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 | $10,177 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.47% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,143 | $4,804-55.4% | $4,554-52.9% | $4,156-48.4% |
| Participant deferral / active EE | $3,439 | $8,216-58.1% | $7,897-56.4% | $6,407-46.3% |
| Admin fee / account holder | $14,631 | $14,344+2.0% | $13,129+11.4% | $12,270+19.2% |