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 | $16,040 | $127,386-87.4% | $115,037-86.1% | $125,388-87.2% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -8.01% | 31.28%-39.3pp | 26.14%-34.2pp | 282.24%-290.2pp |
| Employer contribution / active EE | $14,100 | $5,166+172.9% | $4,608+206.0% | $4,866+189.8% |
| Participant deferral / active EE | $562 | $6,423-91.2% | $6,026-90.7% | $5,352-89.5% |
| Admin fee / account holder | $10,520 | $9,516+10.5% | $8,175+28.7% | $9,541+10.3% |