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 | $14,020 | $96,558-85.5% | $80,977-82.7% | $273,972-94.9% |
| Participation rate | 26.3% | 79.1%-52.8pp | 75.8%-49.5pp | 83.0%-56.7pp |
| Annual return | 1.42% | 15.14%-13.7pp | 17.11%-15.7pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,493 | $6,598-77.4% | $5,696-73.8% | $5,287-71.8% |
| Admin fee / account holder | $526 | $7,493-93.0% | $5,517-90.5% | $10,133-94.8% |