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 | $4,155 | $54,541-92.4% | $78,778-94.7% | $70,126-94.1% |
| Participation rate | 54.7% | 60.8%-6.1pp | 69.2%-14.5pp | 69.5%-14.9pp |
| Annual return | 10.41% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $360 | $1,089-67.0% | $1,986-81.9% | $2,343-84.6% |
| Participant deferral / active EE | $625 | $2,210-71.7% | $2,958-78.9% | $3,332-81.3% |
| Admin fee / account holder | $523 | $3,709-85.9% | $5,134-89.8% | $4,645-88.7% |