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 | $30,771 | $95,453-67.8% | $112,040-72.5% | $82,448-62.7% |
| Participation rate | 26.2% | 72.8%-46.6pp | 76.5%-50.3pp | 68.1%-41.9pp |
| Annual return | 12.11% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $688 | $2,318-70.3% | $2,954-76.7% | $2,551-73.0% |
| Participant deferral / active EE | $805 | $4,224-81.0% | $5,098-84.2% | $4,139-80.6% |
| Admin fee / account holder | $730 | $9,013-91.9% | $12,098-94.0% | $7,234-89.9% |