Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,020 | $152,612-86.2% | $125,192-83.2% | $152,897-86.3% |
| Participation rate | 42.9% | 83.3%-40.5pp | 79.8%-36.9pp | 82.5%-39.6pp |
| Annual return | 8.13% | 54.85%-46.7pp | 43.79%-35.7pp | 345.43%-337.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,429 | $5,868-41.6% | $4,937-30.6% | $5,851-41.4% |
| Admin fee / account holder | $13,892 | $13,437+3.4% | $9,704+43.2% | $11,599+19.8% |