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 | $19,266 | $157,276-87.8% | $141,177-86.4% | $152,885-87.4% |
| Participation rate | 27.8% | 84.8%-57.0pp | 82.5%-54.7pp | 82.5%-54.7pp |
| Annual return | 13.17% | 64.33%-51.2pp | 71.40%-58.2pp | 345.39%-332.2pp |
| Employer contribution / active EE | $349 | $5,262-93.4% | $4,736-92.6% | $4,763-92.7% |
| Participant deferral / active EE | $2,994 | $7,110-57.9% | $6,710-55.4% | $5,851-48.8% |
| Admin fee / account holder | $23,220 | $12,123+91.5% | $10,263+126.2% | $11,598+100.2% |