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 | $13,627 | $79,894-82.9% | $135,792-90.0% | $82,637-83.5% |
| Participation rate | 31.3% | 63.0%-31.7pp | 72.6%-41.3pp | 68.1%-36.7pp |
| Annual return | 9.33% | 17.20%-7.9pp | 25.96%-16.6pp | 53.51%-44.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $290 | $3,194-90.9% | $4,759-93.9% | $4,126-93.0% |
| Admin fee / account holder | $4,640 | $6,434-27.9% | $12,266-62.2% | $7,339-36.8% |