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 | $9,485 | $86,940-89.1% | $102,434-90.7% | $80,935-88.3% |
| Participation rate | 29.6% | 72.4%-42.8pp | 76.5%-46.9pp | 67.7%-38.0pp |
| Annual return | 8.37% | 18.89%-10.5pp | 29.46%-21.1pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $155 | $4,121-96.2% | $5,055-96.9% | $4,299-96.4% |
| Admin fee / account holder | $2,015 | $8,047-75.0% | $9,462-78.7% | $6,924-70.9% |