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 | $5,767 | $78,690-92.7% | $161,489-96.4% | $87,485-93.4% |
| Participation rate | 69.8% | 67.5%+2.3pp | 78.7%-8.9pp | 68.9%+0.9pp |
| Annual return | 5.23% | 32.74%-27.5pp | 89.72%-84.5pp | 26.06%-20.8pp |
| Employer contribution / active EE | $385 | $2,588-85.1% | $4,268-91.0% | $2,596-85.2% |
| Participant deferral / active EE | $730 | $3,311-77.9% | $5,630-87.0% | $4,274-82.9% |
| Admin fee / account holder | $1,432 | $6,724-78.7% | $16,006-91.1% | $7,775-81.6% |