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 | $18,952 | $153,311-87.6% | $109,313-82.7% | $273,972-93.1% |
| Participation rate | 47.4% | 80.1%-32.7pp | 71.3%-23.9pp | 83.0%-35.6pp |
| Annual return | 0.64% | 29.86%-29.2pp | 22.07%-21.4pp | 41.46%-40.8pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,273 | $3,932-67.6% | $3,166-59.8% | $5,287-75.9% |
| Admin fee / account holder | $967 | $8,076-88.0% | $5,666-82.9% | $10,133-90.5% |