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 | $25,696 | $86,938-70.4% | $102,423-74.9% | $80,925-68.2% |
| Participation rate | 47.5% | 72.4%-24.9pp | 76.5%-29.0pp | 67.7%-20.2pp |
| Annual return | 2.33% | 18.89%-16.6pp | 29.42%-27.1pp | 35.65%-33.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,639 | $4,120+36.9% | $5,054+11.6% | $4,299+31.2% |
| Admin fee / account holder | $6,636 | $8,053-17.6% | $9,455-29.8% | $6,940-4.4% |