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.
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 | $6,051 | $51,708-88.3% | $106,619-94.3% | $62,881-90.4% |
| Participation rate | 53.3% | 66.9%-13.5pp | 78.0%-24.7pp | 69.3%-16.0pp |
| Annual return | 1.62% | 4.69%-3.1pp | 9.42%-7.8pp | 20.14%-18.5pp |
| Employer contribution / active EE | $585 | $1,764-66.8% | $3,947-85.2% | $2,281-74.3% |
| Participant deferral / active EE | $791 | $2,315-65.8% | $3,930-79.9% | $3,203-75.3% |
| Admin fee / account holder | $1,030 | $3,349-69.2% | $6,418-84.0% | $4,296-76.0% |