Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,958 | $141,001-95.8% | $112,228-94.7% | $139,487-95.7% |
| Participation rate | 55.6% | 79.2%-23.7pp | 72.4%-16.9pp | 80.3%-24.8pp |
| Annual return | 4.42% | 32.75%-28.3pp | 30.23%-25.8pp | 373.84%-369.4pp |
| Employer contribution / active EE | $1,172 | $4,285-72.6% | $3,432-65.8% | $4,755-75.3% |
| Participant deferral / active EE | $1,183 | $5,877-79.9% | $4,800-75.4% | $6,713-82.4% |
| Admin fee / account holder | $11,419 | $9,959+14.7% | $7,752+47.3% | $11,407+0.1% |