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 | $22,024 | $70,435-68.7% | $96,575-77.2% | $85,856-74.3% |
| Participation rate | 43.9% | 61.8%-17.9pp | 69.8%-25.9pp | 69.3%-25.4pp |
| Annual return | 9.51% | 18.59%-9.1pp | 37.79%-28.3pp | 318.58%-309.1pp |
| Employer contribution / active EE | $17 | $1,413-98.8% | $2,357-99.3% | $2,565-99.4% |
| Participant deferral / active EE | $1,659 | $2,894-42.7% | $3,849-56.9% | $3,952-58.0% |
| Admin fee / account holder | $1,082 | $4,997-78.4% | $6,182-82.5% | $6,261-82.7% |