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.
Employer 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 | $27,906 | $143,969-80.6% | $199,883-86.0% | $82,637-66.2% |
| Participation rate | 60.7% | 84.1%-23.4pp | 86.8%-26.1pp | 68.1%-7.3pp |
| Annual return | 7.49% | 25.67%-18.2pp | 43.81%-36.3pp | 53.51%-46.0pp |
| Employer contribution / active EE | -$38 | $4,632-100.8% | $6,261-100.6% | $2,552-101.5% |
| Participant deferral / active EE | $3,665 | $6,937-47.2% | $9,138-59.9% | $4,126-11.2% |
| Admin fee / account holder | $18,030 | $14,597+23.5% | $17,268+4.4% | $7,339+145.7% |