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 | $8,254 | $78,027-89.4% | $178,528-95.4% | $80,925-89.8% |
| Participation rate | 69.5% | 65.7%+3.8pp | 77.1%-7.6pp | 67.7%+1.8pp |
| Annual return | 8.36% | 18.09%-9.7pp | 27.11%-18.8pp | 35.65%-27.3pp |
| Employer contribution / active EE | $669 | $2,281-70.7% | $3,950-83.1% | $2,756-75.7% |
| Participant deferral / active EE | $694 | $4,408-84.2% | $6,278-88.9% | $4,299-83.8% |
| Admin fee / account holder | $3,441 | $7,168-52.0% | $10,419-67.0% | $6,940-50.4% |