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 | $9,524 | $91,179-89.6% | $178,499-94.7% | $79,852-88.1% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 1.05% | 24.19%-23.1pp | 151.10%-150.1pp | 31.72%-30.7pp |
| Employer contribution / active EE | $911 | $3,256-72.0% | $5,011-81.8% | $2,471-63.1% |
| Participant deferral / active EE | $510 | $3,236-84.2% | $5,202-90.2% | $3,740-86.4% |
| Admin fee / account holder | $4,186 | $6,749-38.0% | $13,986-70.1% | $5,306-21.1% |