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 | $15,756 | $88,117-82.1% | $164,928-90.4% | $74,400-78.8% |
| Participation rate | 41.0% | 73.1%-32.1pp | 78.6%-37.6pp | 67.2%-26.2pp |
| Annual return | 11.46% | 17.27%-5.8pp | 70.08%-58.6pp | 1367.51%-1356.0pp |
| Employer contribution / active EE | $921 | $2,596-64.5% | $4,343-78.8% | $2,624-64.9% |
| Participant deferral / active EE | $1,333 | $4,501-70.4% | $6,034-77.9% | $4,348-69.3% |
| Admin fee / account holder | $1,858 | $2,230-16.7% | $12,684-85.4% | $1,944-4.4% |