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 | $12,211 | $65,364-81.3% | $92,909-86.9% | $72,975-83.3% |
| Participation rate | 47.6% | 68.3%-20.7pp | 76.0%-28.4pp | 69.5%-21.9pp |
| Annual return | 15.48% | 42.11%-26.6pp | 109.44%-94.0pp | 81.01%-65.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,609 | $3,128-16.6% | $4,238-38.4% | $3,608-27.7% |
| Admin fee / account holder | $3,756 | $4,251-11.6% | $5,795-35.2% | $5,124-26.7% |