Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,434 | $89,532-95.0% | $103,447-95.7% | $80,925-94.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.5%-20.5pp | 67.7%-7.7pp |
| Annual return | 7.66% | 22.80%-15.1pp | 23.92%-16.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,059 | $4,023-73.7% | $4,678-77.4% | $2,756-61.6% |
| Participant deferral / active EE | $1,202 | $5,459-78.0% | $6,624-81.9% | $4,299-72.0% |
| Admin fee / account holder | $393 | $6,774-94.2% | $9,415-95.8% | $6,940-94.3% |