Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,405 | $129,227-69.5% | $184,256-78.6% | $77,762-49.3% |
| Participation rate | 3.6% | 87.4%-83.8pp | 86.8%-83.3pp | 70.6%-67.0pp |
| Annual return | 7.31% | 33.24%-25.9pp | 28.85%-21.5pp | 31.27%-24.0pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $160 | $7,307-97.8% | $9,133-98.2% | $4,651-96.6% |
| Admin fee / account holder | $9,274 | $256+3526.8% | $13,899-33.3% | $433+2042.4% |