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 | $14,030 | $63,346-77.9% | $92,240-84.8% | $70,126-80.0% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 11.13% | 530.19%-519.1pp | 176.29%-165.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $784 | $2,471-68.3% | $3,680-78.7% | $2,343-66.6% |
| Participant deferral / active EE | $837 | $2,854-70.7% | $3,897-78.5% | $3,332-74.9% |
| Admin fee / account holder | $2,394 | $3,841-37.7% | $5,194-53.9% | $4,645-48.5% |