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.
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 | $28,757 | $90,064-68.1% | $100,378-71.4% | $77,714-63.0% |
| Participation rate | 61.5% | 81.3%-19.8pp | 81.5%-20.0pp | 70.6%-9.1pp |
| Annual return | 13.52% | 20.61%-7.1pp | 49.41%-35.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $1,252 | $3,043-58.9% | $3,942-68.2% | $2,727-54.1% |
| Participant deferral / active EE | $3,207 | $8,282-61.3% | $8,087-60.3% | $4,649-31.0% |
| Admin fee / account holder | $1,637 | $172+851.6% | $7,899-79.3% | $433+277.8% |