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 | $8,612 | $49,791-82.7% | $78,210-89.0% | $70,124-87.7% |
| Participation rate | 63.6% | 62.3%+1.3pp | 68.7%-5.1pp | 69.5%-5.9pp |
| Annual return | 5.68% | 20.75%-15.1pp | 40.90%-35.2pp | 73.14%-67.5pp |
| Employer contribution / active EE | $288 | $1,430-79.8% | $2,034-85.8% | $2,342-87.7% |
| Participant deferral / active EE | $181 | $2,150-91.6% | $2,823-93.6% | $3,332-94.6% |
| Admin fee / account holder | $5,068 | $3,181+59.3% | $3,758+34.9% | $4,645+9.1% |