Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,149 | $91,439-73.6% | $135,974-82.2% | $71,511-66.2% |
| Participation rate | 46.7% | 75.7%-28.9pp | 81.9%-35.2pp | 67.9%-21.2pp |
| Annual return | 13.08% | 29.90%-16.8pp | 68.30%-55.2pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,105 | $3,705-70.2% | $4,859-77.3% | $2,589-57.3% |
| Participant deferral / active EE | $1,637 | $7,093-76.9% | $7,760-78.9% | $4,291-61.8% |
| Admin fee / account holder | $8,342 | $1,267+558.6% | $10,767-22.5% | $1,588+425.2% |