Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,400 | $70,475-89.5% | $100,530-92.6% | $79,858-90.7% |
| Participation rate | 67.2% | 73.7%-6.4pp | 79.4%-12.2pp | 69.6%-2.4pp |
| Annual return | 12.35% | 21.90%-9.5pp | 30.89%-18.5pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,155 | $5,181-58.4% | $6,271-65.6% | $3,740-42.4% |
| Admin fee / account holder | $2,469 | $4,478-44.9% | $8,083-69.5% | $5,306-53.5% |