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.
Employer 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 | $11,359 | $85,766-86.8% | $136,298-91.7% | $70,126-83.8% |
| Participation rate | 25.3% | 74.2%-48.8pp | 81.9%-56.6pp | 69.5%-44.2pp |
| Annual return | 13.93% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $140 | $2,966-95.3% | $4,696-97.0% | $2,343-94.0% |
| Participant deferral / active EE | $2,201 | $5,051-56.4% | $6,247-64.8% | $3,332-33.9% |
| Admin fee / account holder | $473 | $5,421-91.3% | $9,244-94.9% | $4,645-89.8% |