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.
Employer 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 | $30,935 | $149,446-79.3% | $256,809-88.0% | $94,015-67.1% |
| Participation rate | 53.3% | 85.3%-32.0pp | 88.5%-35.2pp | 70.8%-17.5pp |
| Annual return | 11.60% | 17.55%-5.9pp | 32.73%-21.1pp | 17.84%-6.2pp |
| Employer contribution / active EE | $397 | $4,596-91.4% | $7,263-94.5% | $2,790-85.8% |
| Participant deferral / active EE | $3,651 | $6,491-43.7% | $9,520-61.6% | $4,249-14.1% |
| Admin fee / account holder | $6,398 | $24,035-73.4% | $25,146-74.6% | $8,951-28.5% |