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 | $21,587 | $197,603-89.1% | $177,827-87.9% | $158,950-86.4% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.7%-50.2pp | 82.0%-44.5pp |
| Annual return | -3.25% | 58.76%-62.0pp | 48.32%-51.6pp | 302.91%-306.2pp |
| Employer contribution / active EE | $181 | $6,698-97.3% | $5,918-96.9% | $4,762-96.2% |
| Participant deferral / active EE | $4,875 | $8,404-42.0% | $7,713-36.8% | $5,983-18.5% |
| Admin fee / account holder | $462 | $15,402-97.0% | $12,429-96.3% | $11,248-95.9% |