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 | $24,358 | $201,372-87.9% | $184,260-86.8% | $145,884-83.3% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 4.52% | 29.04%-24.5pp | 28.84%-24.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $667 | $7,024-90.5% | $6,427-89.6% | $4,662-85.7% |
| Participant deferral / active EE | $3,333 | $9,808-66.0% | $9,133-63.5% | $6,690-50.2% |
| Admin fee / account holder | $32,562 | $16,362+99.0% | $13,898+134.3% | $13,392+143.1% |