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 | $27,412 | $80,781-66.1% | $102,437-73.2% | $74,478-63.2% |
| Participation rate | 4.8% | 65.7%-60.9pp | 74.5%-69.7pp | 67.2%-62.4pp |
| Annual return | 9.12% | 27.58%-18.5pp | 24.95%-15.8pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $137 | $3,862-96.5% | $5,060-97.3% | $4,350-96.8% |
| Admin fee / account holder | $5,117 | $2,372+115.7% | $8,388-39.0% | $1,946+163.0% |