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 | $18,974 | $80,983-76.6% | $96,544-80.3% | $75,177-74.8% |
| Participation rate | 64.7% | 71.8%-7.1pp | 76.0%-11.3pp | 67.2%-2.5pp |
| Annual return | 4.00% | 27.05%-23.0pp | 25.88%-21.9pp | 160.75%-156.7pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $2,966-76.1% | $2,671-73.5% |
| Participant deferral / active EE | $1,547 | $3,929-60.6% | $4,851-68.1% | $4,126-62.5% |
| Admin fee / account holder | $416 | $6,717-93.8% | $8,254-95.0% | $5,651-92.6% |