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 | $29,739 | $168,635-82.4% | $147,617-79.9% | $125,389-76.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -5.75% | 77.65%-83.4pp | 61.98%-67.7pp | 282.24%-288.0pp |
| Employer contribution / active EE | $713 | $6,252-88.6% | $5,564-87.2% | $4,866-85.3% |
| Participant deferral / active EE | $7,670 | $5,507+39.3% | $4,895+56.7% | $5,352+43.3% |
| Admin fee / account holder | $3,525 | $13,580-74.0% | $11,612-69.6% | $9,541-63.1% |