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 | $7,931 | $91,559-91.3% | $133,971-94.1% | $79,852-90.1% |
| Participation rate | 53.8% | 73.3%-19.6pp | 79.8%-26.1pp | 69.6%-15.9pp |
| Annual return | 6.80% | 61.85%-55.0pp | 45.09%-38.3pp | 31.72%-24.9pp |
| Employer contribution / active EE | $626 | $2,384-73.7% | $3,919-84.0% | $2,471-74.7% |
| Participant deferral / active EE | $947 | $3,734-74.6% | $5,047-81.2% | $3,740-74.7% |
| Admin fee / account holder | $3,011 | $6,321-52.4% | $8,929-66.3% | $5,306-43.3% |