Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,853 | $105,200-92.5% | $159,474-95.1% | $85,847-90.9% |
| Participation rate | 45.5% | 75.8%-30.3pp | 82.8%-37.4pp | 69.3%-23.9pp |
| Annual return | 9.61% | 45.08%-35.5pp | 263.68%-254.1pp | 318.61%-309.0pp |
| Employer contribution / active EE | $927 | $3,319-72.1% | $4,831-80.8% | $2,565-63.9% |
| Participant deferral / active EE | $1,756 | $5,946-70.5% | $7,353-76.1% | $3,952-55.6% |
| Admin fee / account holder | $776 | $6,934-88.8% | $10,802-92.8% | $6,261-87.6% |