Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,620 | $107,363-93.8% | $92,909-92.9% | $152,897-95.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 10.17% | 145.63%-135.5pp | 109.44%-99.3pp | 345.43%-335.3pp |
| Employer contribution / active EE | $6,860 | $4,222+62.5% | $3,653+87.8% | $4,764+44.0% |
| Participant deferral / active EE | $871 | $4,848-82.0% | $4,238-79.4% | $5,851-85.1% |
| Admin fee / account holder | $8,599 | $7,082+21.4% | $5,795+48.4% | $11,599-25.9% |