Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,049 | $71,197-78.9% | $93,669-83.9% | $80,925-81.4% |
| Participation rate | 13.9% | 60.4%-46.5pp | 68.7%-54.8pp | 67.7%-53.8pp |
| Annual return | 9.67% | 11.27%-1.6pp | 133.59%-123.9pp | 35.65%-26.0pp |
| Employer contribution / active EE | $587 | $1,565-62.5% | $2,424-75.8% | $2,756-78.7% |
| Participant deferral / active EE | $904 | $4,036-77.6% | $4,416-79.5% | $4,299-79.0% |
| Admin fee / account holder | $1,719 | $6,959-75.3% | $8,291-79.3% | $6,940-75.2% |