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 | $7,320 | $77,638-90.6% | $156,551-95.3% | $62,881-88.4% |
| Participation rate | 31.3% | 71.2%-39.9pp | 84.0%-52.8pp | 69.3%-38.1pp |
| Annual return | 2.90% | 50.33%-47.4pp | 32.23%-29.3pp | 20.14%-17.2pp |
| Employer contribution / active EE | $371 | $3,444-89.2% | $5,501-93.3% | $2,281-83.7% |
| Participant deferral / active EE | $629 | $3,046-79.4% | $4,871-87.1% | $3,203-80.4% |
| Admin fee / account holder | $547 | $5,561-90.2% | $13,028-95.8% | $4,296-87.3% |