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 | $34,263 | $123,793-72.3% | $177,848-80.7% | $79,856-57.1% |
| Participation rate | 27.4% | 84.7%-57.3pp | 87.7%-60.3pp | 69.6%-42.2pp |
| Annual return | 8.05% | 22.82%-14.8pp | 48.33%-40.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,089 | $5,956-81.7% | $7,714-85.9% | $3,741-70.9% |
| Admin fee / account holder | $2,336 | $7,243-67.7% | $12,431-81.2% | $5,306-56.0% |