Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant 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 | $19,280 | $98,760-80.5% | $149,715-87.1% | $79,858-75.9% |
| Participation rate | 21.6% | 75.8%-54.2pp | 82.5%-60.9pp | 69.6%-48.1pp |
| Annual return | 10.19% | 27.43%-17.2pp | 276.66%-266.5pp | 31.72%-21.5pp |
| Employer contribution / active EE | $705 | $3,217-78.1% | $4,645-84.8% | $2,471-71.5% |
| Participant deferral / active EE | $1,422 | $5,681-75.0% | $6,842-79.2% | $3,740-62.0% |
| Admin fee / account holder | $14,646 | $6,053+142.0% | $9,310+57.3% | $5,306+176.0% |