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 | $23,710 | $81,334-70.8% | $113,397-79.1% | $64,097-63.0% |
| Participation rate | 25.7% | 65.6%-39.9pp | 76.5%-50.8pp | 55.2%-29.4pp |
| Annual return | 11.54% | 32.50%-21.0pp | 23.20%-11.7pp | 34.64%-23.1pp |
| Employer contribution / active EE | $707 | $2,077-66.0% | $2,977-76.3% | $1,891-62.6% |
| Participant deferral / active EE | $1,249 | $3,795-67.1% | $5,076-75.4% | $3,080-59.4% |
| Admin fee / account holder | $8,992 | $4,208+113.7% | $11,957-24.8% | $3,454+160.3% |