Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,649 | $86,050-84.1% | $189,758-92.8% | $94,015-85.5% |
| Participation rate | 33.3% | 68.9%-35.6pp | 79.8%-46.5pp | 70.8%-37.5pp |
| Annual return | 9.43% | 17.77%-8.3pp | 52.62%-43.2pp | 17.84%-8.4pp |
| Employer contribution / active EE | $443 | $2,819-84.3% | $4,767-90.7% | $2,790-84.1% |
| Participant deferral / active EE | $667 | $3,349-80.1% | $5,856-88.6% | $4,249-84.3% |
| Admin fee / account holder | $27,097 | $6,627+308.9% | $20,388+32.9% | $8,951+202.7% |