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 | $20,099 | $123,793-83.8% | $177,848-88.7% | $79,856-74.8% |
| Participation rate | 42.9% | 84.7%-41.8pp | 87.7%-44.9pp | 69.6%-26.8pp |
| Annual return | 7.44% | 22.82%-15.4pp | 48.33%-40.9pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $985 | $5,956-83.5% | $7,714-87.2% | $3,741-73.7% |
| Admin fee / account holder | $14,347 | $7,243+98.1% | $12,431+15.4% | $5,306+170.4% |