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 | $9,275 | $84,236-89.0% | $170,435-94.6% | $70,126-86.8% |
| Participation rate | 67.3% | 70.8%-3.5pp | 83.6%-16.3pp | 69.5%-2.2pp |
| Annual return | 10.97% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $279 | $3,387-91.7% | $5,432-94.9% | $2,343-88.1% |
| Participant deferral / active EE | $849 | $3,086-72.5% | $4,939-82.8% | $3,332-74.5% |
| Admin fee / account holder | $5,010 | $5,698-12.1% | $13,881-63.9% | $4,645+7.8% |