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 | $15,518 | $93,598-83.4% | $135,974-88.6% | $75,173-79.4% |
| Participation rate | 45.8% | 75.2%-29.4pp | 81.9%-36.1pp | 67.2%-21.4pp |
| Annual return | 14.48% | 30.89%-16.4pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,207 | $3,538-65.9% | $4,859-75.2% | $2,671-54.8% |
| Participant deferral / active EE | $2,140 | $6,405-66.6% | $7,760-72.4% | $4,126-48.1% |
| Admin fee / account holder | $6,398 | $6,978-8.3% | $10,767-40.6% | $5,651+13.2% |