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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,918 | $72,273-90.4% | $101,275-93.2% | $79,856-91.3% |
| Participation rate | 64.0% | 68.5%-4.5pp | 75.8%-11.8pp | 69.6%-5.6pp |
| Annual return | 6.40% | 22.30%-15.9pp | 46.48%-40.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,974 | $2,691-26.6% | $3,660-46.1% | $2,471-20.1% |
| Participant deferral / active EE | $134 | $3,282-95.9% | $4,371-96.9% | $3,741-96.4% |
| Admin fee / account holder | $4,232 | $4,401-3.8% | $5,948-28.8% | $5,306-20.2% |