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 | $22,787 | $79,955-71.5% | $98,461-76.9% | $75,173-69.7% |
| Participation rate | 51.1% | 70.4%-19.3pp | 75.2%-24.1pp | 67.2%-16.1pp |
| Annual return | 7.31% | 19.75%-12.4pp | 21.17%-13.9pp | 160.72%-153.4pp |
| Employer contribution / active EE | $6 | $2,264-99.8% | $3,049-99.8% | $2,671-99.8% |
| Participant deferral / active EE | $2,122 | $3,752-43.5% | $4,738-55.2% | $4,126-48.6% |
| Admin fee / account holder | $21,681 | $6,841+216.9% | $8,961+142.0% | $5,651+283.7% |