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 | $12,351 | $126,661-90.2% | $113,397-89.1% | $138,895-91.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 2.85% | 25.05%-22.2pp | 23.20%-20.4pp | 145.39%-142.5pp |
| Employer contribution / active EE | $236 | $3,456-93.2% | $2,977-92.1% | $4,194-94.4% |
| Participant deferral / active EE | $2,364 | $5,693-58.5% | $5,076-53.4% | $6,396-63.0% |
| Admin fee / account holder | $319,569 | $14,549+2096.4% | $11,957+2572.7% | $12,562+2443.9% |