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 | $9,703 | $110,307-91.2% | $96,576-90.0% | $139,456-93.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 8.54% | 26.40%-17.9pp | 25.87%-17.3pp | 373.45%-364.9pp |
| Employer contribution / active EE | $621 | $3,619-82.8% | $2,965-79.0% | $4,753-86.9% |
| Participant deferral / active EE | $1,703 | $5,547-69.3% | $4,851-64.9% | $6,711-74.6% |
| Admin fee / account holder | $10,051 | $11,597-13.3% | $8,253+21.8% | $11,407-11.9% |