Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,247 | $89,367-76.2% | $141,191-85.0% | $72,975-70.9% |
| Participation rate | 28.6% | 75.1%-46.6pp | 82.5%-53.9pp | 69.5%-40.9pp |
| Annual return | 9.89% | 111.87%-102.0pp | 71.41%-61.5pp | 81.01%-71.1pp |
| Employer contribution / active EE | $665 | $3,115-78.7% | $4,736-86.0% | $2,440-72.8% |
| Participant deferral / active EE | $1,427 | $5,419-73.7% | $6,710-78.7% | $3,608-60.5% |
| Admin fee / account holder | $354 | $5,957-94.1% | $10,264-96.5% | $5,124-93.1% |