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 | $24,341 | $83,485-70.8% | $125,180-80.6% | $72,983-66.6% |
| Participation rate | 60.9% | 73.3%-12.4pp | 79.8%-18.9pp | 69.5%-8.6pp |
| Annual return | 13.97% | 25.78%-11.8pp | 43.79%-29.8pp | 81.01%-67.0pp |
| Employer contribution / active EE | $1,222 | $2,346-47.9% | $3,866-68.4% | $2,440-49.9% |
| Participant deferral / active EE | $1,292 | $3,586-64.0% | $4,937-73.8% | $3,608-64.2% |
| Admin fee / account holder | $4,548 | $5,518-17.6% | $9,703-53.1% | $5,124-11.2% |