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 | $8,756 | $181,896-95.2% | $156,551-94.4% | $273,972-96.8% |
| Participation rate | 44.4% | 88.4%-43.9pp | 84.0%-39.6pp | 83.0%-38.6pp |
| Annual return | 2.83% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,255 | $5,550-59.4% | $4,871-53.7% | $5,287-57.4% |
| Admin fee / account holder | $773 | $15,560-95.0% | $13,028-94.1% | $10,133-92.4% |