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 | $12,304 | $150,447-91.8% | $136,298-91.0% | $147,586-91.7% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 6.32% | 1049.15%-1042.8pp | 5156.27%-5149.9pp | 578.59%-572.3pp |
| Employer contribution / active EE | $707 | $5,256-86.5% | $4,696-84.9% | $4,876-85.5% |
| Participant deferral / active EE | $2,320 | $6,631-65.0% | $6,247-62.9% | $5,439-57.3% |
| Admin fee / account holder | $3,095 | $10,906-71.6% | $9,244-66.5% | $10,886-71.6% |