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 | $16,667 | $275,752-94.0% | $256,809-93.5% | $198,609-91.6% |
| Participation rate | 66.7% | 89.2%-22.5pp | 88.5%-21.9pp | 82.4%-15.7pp |
| Annual return | 3.66% | 34.81%-31.2pp | 32.73%-29.1pp | 202.70%-199.0pp |
| Employer contribution / active EE | $1,998 | $7,721-74.1% | $7,263-72.5% | $5,055-60.5% |
| Participant deferral / active EE | $2,497 | $10,037-75.1% | $9,520-73.8% | $6,977-64.2% |
| Admin fee / account holder | $11,650 | $25,716-54.7% | $25,146-53.7% | $19,030-38.8% |