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 | $7,306 | $81,504-91.0% | $102,437-92.9% | $80,959-91.0% |
| Participation rate | 36.0% | 66.9%-30.9pp | 74.5%-38.5pp | 67.7%-31.7pp |
| Annual return | 9.85% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $745 | $3,104-76.0% | $3,871-80.8% | $2,757-73.0% |
| Participant deferral / active EE | $1,661 | $3,871-57.1% | $5,060-67.2% | $4,300-61.4% |
| Admin fee / account holder | $558 | $6,719-91.7% | $8,388-93.3% | $6,925-91.9% |