Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,867 | $80,753-75.4% | $136,298-85.4% | $62,293-68.1% |
| Participation rate | 68.8% | 73.5%-4.8pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 11.47% | 35.83%-24.4pp | 5156.27%-5144.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $446 | $2,884-84.5% | $4,696-90.5% | $2,042-78.1% |
| Participant deferral / active EE | $2,810 | $5,164-45.6% | $6,247-55.0% | $3,169-11.3% |
| Admin fee / account holder | $4,525 | $525+761.3% | $9,244-51.0% | $479+844.1% |